DPL Financial Partners · 2 months ago
Service Specialist Manager
Louisville,KY,US
Full-time
Onsite
Mid LevelDPL Financial Partners is seeking a dynamic and highly motivated Service Specialist Manager with a strong financial services background. This role involves overseeing support staff to ensure excellent service experiences for member firms and assisting in the resolution of service requests.
Insurance
Responsibilities
Oversee and assign service requests to support staff
Serve as subject matter expert for all service requests
Develop and maintain informational reference resources to be used by support staff and external partners to quickly and accurately resolve service requests
Meet regularly with support staff to develop skill sets and evaluate individual competency and ability to meet established goals and targets
Assist advisors with pre and post service requests
Correspond daily with clients and advisors by email or phone
Proactively reviews new business service processes and offers suggestions for improvements and coordinates with appropriate parties to create positive change
Qualification
Required
Bachelor's Degree from an accredited college or university
Proficient in Microsoft Office – Microsoft Word, Excel, and Power Point required
Analytical – Able to understand complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures
Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision
Oral/Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; engages and works with consultants on open cases; participates in meetings
Confidentiality – Able to keep all sensitive and private information confidential and always employ discretion and professionalism
Planning/Organizing - Prioritizes and plans work activities; ability to multi-task; manages time efficiently; proactive in problem solving; sets goals and objectives; maintains confidentiality and quality assurance
Quality - Able to perform repetitive tasks and maintain speed of work, accuracy and attention to detail without loss of productivity
Team player with excellent communication skills
Flexible - Must be able to work in a dynamic fast-paced environment and able to adapt to frequent change
Preferred
Experience in the insurance sector or with RIAs with a focus in Operations Processing or Customer Service preferred
Prior experience with Salesforce and e-application platforms (e.g. Firelight) preferred
Company
DPL Financial Partners
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$84MKey Investors
Eos Venture Partners
2024-12-03Series C· $23M
2022-08-31Private Equity· $20M
2021-01-13Private Equity· $26M
Leadership Team
David Lau
CEO & Founder
John Barkeley
Chief Financial Officer
Recent News
2025-12-16
Business Wire
2025-12-03
2025-10-21
Company data provided by crunchbase