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M Financial Group · 1 day ago

Client Service Associate

Dallas, Texas, United States

Full-time

Hybrid

New Grad, Entry Level

M Financial Group is a community of leaders in the insurance industry, committed to providing excellent service and support. They are seeking Client Service Associates to manage client inquiries and deliver accurate information regarding their multi-carrier private placement variable life insurance product, MAGNASTAR®.

Financial ExchangesFinancial ServicesInsurance

Responsibilities

Client Support: Manage and respond to high volumes of phone and email requests from contract owners, agents, and third parties; building sustainable relationships

Product Expertise: Develop a working knowledge of Private Placement Life Insurance (PPLI) and apply this expertise to accurately process requests

Issue Resolution: Identify client needs, research issues, provide accurate solutions, and escalate complex problems to the appropriate levels

System Navigation: Utilize multiple department systems and search tools to access and manage client information

Documentation: Document client interactions and policy information with timely and accurate notes in the database

Team Collaboration: Work with internal teams to meet service and quality standards and to ensure data integrity and compliance

Process Adherence: Adhere to guidelines and quality standards, consistently working to meet or exceed department quality goals

Qualification

Life Insurance KnowledgeFinancial Products KnowledgeAnalytical SkillsCustomer Service SkillsCommunication SkillsOrganizational SkillsTeam CollaborationAdaptability

Required

High school diploma or GED equivalent

Strong analytical and problem-solving skills

Excellent oral and written communication skills

Strong organizational skills and attention to detail

Team-oriented with flexibility to thrive in a fast-paced environment; ability to effectively collaborate with management and team members in person and remote

High degree of professionalism and excellent customer service skills

Ability to learn and adapt quickly to multiple systems and concepts

Preferred

Prior experience with life insurance or financial products

Company

M Financial Group

With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.

Founded in 1978