Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
About the role
- Client Service Administrator providing critical support to retirement and private wealth clients. Performing clerical and administrative tasks to assist with client account retention and service excellence.
Responsibilities
- Provides critical support to retirement and private wealth clients by performing clerical and administrative tasks to support the overall retention of accounts.
- Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes.
- Assists both Plan Sponsors and Plan participants with questions and issue resolution.
- Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc.
- Manages regular review meetings directly or in coordination with Retirement Advisors.
- Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork.
- Prepares Fiduciary Investment Review documents.
- Prepares newsletters and memos.
- Assists with the Request for Proposal (RFP) process.
- Oversees Client Invoicing & Billing.
- Sets up and maintains client service calendars.
- Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing.
- Tracks client’s completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter.
- Provides client with quarterly investment reports.
- Assists with identifying areas for Plan improvement.
- Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
- Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts.
- Coordinates and manages input or imports data into multiple reporting engines and spreadsheets.
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
- Performs other duties and projects as assigned.
Requirements
- High School / GED
- 1-2 years financial services, insurance, administrative or employee benefits experience or equivalent combination of education & experience
- Ability to effectively and professionally communicate orally and in writing with internal and external customers.
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Confidence and demeanor to effectively interact with all levels within the organization.
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
- Computer skills: proficiency with Microsoft Office Suite and Outlook.
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Desire to learn and grow within the insurance industry.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity and commissions for some positions
Job title
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Experience level
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