CLIENT SERVICE REPRESENTATIVE
LIFE, DI AND LTC IMPLEMENTATION DIVISION
Full-Time position with Benefits
Smallwood Wealth Management has an exciting opportunity for a talented professional who is looking to dramatically contribute to the success of our organization. Smallwood Wealth Management works with top-tier business owners, professionals, and high-level corporate executives to provide confidence and clarity to grow and protect their wealth.
The mission for this role is to prepare life, disability and or long-term care applications as well as service existing policy needs while providing extraordinary customer service. Smallwood Wealth Management requires this applicant to be committed to our Core Values. They should have a “Get it Done” mentality, work in a consistent manner with the willingness to learn along with a great attitude and commitment to our vision.
The outcomes expected of this individual:
- Applications and/or service forms must be in client possession within 1 day of assignment for signatures.
- Errors (NIGO) should be < 1% for each product line.
- Follow-up with client if application or paperwork is not returned within 3 days of sending.
- Underwriting details and requirements are obtained as quickly as possible.
- Service requests are handled within 24 hours and completed within a total of 5 days.
- All policy documentation is to be entered and updated electronically immediately.
Competencies the individual hired for this position MUST have:
- Attention to detail. Does not let important details slip through the cracks or derail a project.
- Communication. Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including email.
- Efficiency. Able to produce significant output with minimal wasted effort.
- Team work. Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Proactivity. Is a self-starter and a critical thinker. Brings new ideas to the company.
- Organizational planning. Plans, organizes and schedules in an efficient, productive manner. Focuses on key priorities.
- Work ethic. Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a track record of working hard.
Preferred Skills and Experience:
- Must have industry experience of at least 3 – 5 years
- A proven ability to exercise considerable discretion and independent judgement when making decisions and interacting with Team Members, clients, vendors, and centers-of-influence
- Expert level knowledge in Microsoft products and industry level software
Position is in our Red Bank, NJ location. We offer a great Medical Program, 401K Program, disability protection and other nice perks. We highly value and respect our Team Members.
