BRS Financial Group, LLC · 3 days ago
Client Services Associate- Employee Benefits and Retirement Plans
Fresno, CA
Full-time
Onsite
New Grad, Entry LevelBRS Financial Group specializes in guiding individuals, families, and business owners through the complexities of financial planning and retirement savings. They are seeking a Client Services Associate to assist clients with inquiries and provide exceptional support in employee benefits and retirement plans.
ConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceReal EstateWealth Management
Hiring Manager
Lynda Webb
Responsibilities
Assisting Spanish speaking clients with inquiries
Providing exceptional customer and client support
Daily data entry into various insurance vendor sites
Working closely with clients to ensure their insurance claims are handled efficiently and effectively
Qualification
Required
Strong Client Services and Customer Support skills to effectively assist and maintain communication with clients
Excellent Customer Service and Communication abilities for creating a positive client experience and addressing inquiries with precision
Able to communicate verbally and electronically proficiently in Spanish and English
Understanding of insurance principles to support clients in navigating their benefit and retirement planning needs
Detail-oriented and organized with the ability to efficiently manage multiple tasks and responsibilities
Proficiency with relevant software tools and systems is a plus
Preferred
Prior experience in a claims processing or client services role is preferred
Bachelor's degree in Business, Finance, or a related field is an asset
Benefits
Medical
Dental
Vision
Life
Disability
Retirement plans
Company
BRS Financial Group, LLC
At BRS Financial Group, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brian S. Regier
Senior Partner, Owner
Recent News
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