Easter Seals Jobs

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12267385

LK 12:48 LLC dba Shunk Financial Group seeks a Client Services Coordinator in Springfield, IL.

Duties:

Schedule Management (5%)

• Responsible for scheduling all review meetings with clients for the FR.
• Responsible for scheduling initial meetings and follow-up meetings with prospective clients.
• Will coordinate and plan all of the FRs travel. This includes, but not limited to:
• Flight arrangements
• Hotel/Lodging Accommodations
• Conference/Meeting Registrations
• Vehicle Rentals
• Meal reservations (as needed)

Client Insurance Servicing (35%)

• This position will be responsible for on-boarding new clients for insurance.
• Taking new insurance applications over the phone or in-person, as directed by the FR.
• Coordinating the underwriting process.
• Handle and coordinate the policy delivery.
• Responsible for on-going service work for clients, such as billing account issues, etc.

Client Investment Account Servicing (35%)

• Coordinate the opening of new investment and brokerage accounts.
• Communicating with the client, filling out the appropriate paperwork, uploading and scanning documents, and following the associated process.
• Coordinate specific account rollovers, as assigned.
• Responsible for coordinating 401k account rollovers, working with the client to perform the action.
• Responsible for general client service responsibilities, including but not limited to:
• Changing distribution amounts on accounts and/or frequency of payments.
• Basic account changes, beneficiary changes, etc.

Case Preparation (10%)

• In working with the FR, this position is responsible for preparing the needed information for all of the FRs client meetings.
• Following the necessary preparation process thats already been developed.
• This includes working with the team at the Springfield, IL office to collect the necessary documents.

General Office Responsibilities (15%)

• Answer all incoming phone calls for the Shunk Financial Group Fort Myers, FL office.
• Coordinate all CRM management for the FR.
• Coordinate office supply orders, tech equipment issues, and other essential functions within the office.
• In coordination with the Director of Operations, ensure that the office is running efficiently and within a timely manner.
• Handle all scanning and mailing of documents as needed.
• Other duties, as assigned.

This position can be performed remotely from any location in the United States.

Requirements: Bachelors in Business Administration or related. Must have Series 7 license. Full-time. To apply: Send letter of application and resume to Mackenzie Ingmire, mackenzie.ingmire@nm.com. LK 12:48 LLC dba Shunk Financial Group is an affirmative action/equal opportunity employer.