Clark Wealth Management
At Clark Wealth Management Group we are committed to providing sound guidance to our clients on a wide range of financial planning topics and solutions. To do this we must focus first and foremost on always doing the right thing for our clients while in pursuit of their goals. Whether you require just simple education on a single topic or ongoing management of strategic financial planning our group has the knowledge and the expertise to help at any point along your financial journey.
Client Service Associate
The Client Service Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinates an organized practice. This role's seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships.
Specific responsibilities may include but are not limited to:
- Facilitate and assist in the creation of financial plans, insurance proposals & data gathering
- Work with clients to complete non-securities insurance related applications
- Process Additional Purchase Benefit (APB) and term conversions
- Actively participate in conservation of existing non-securities business
- Review insurance applications, conversions and policy changes for completeness and accuracy
- Arrange medical, paramedical and any exams necessary for underwriting
- Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
- Contact and advise clients regarding service-related issues
- Oversee case notes, process correspondence, and maintain client case files.
Qualifications
- Life, Accident, Health & Long-Term Care licensed (or must obtain within first 90 days of employment)
- FINRA Series SIE/6/63 licensed (or must obtain within first 90 days of employment)
- Financial service or insurance industry experience preferred
- Experience in administrative support or customer service, preferably in the financial services industry
- Excellent oral and written communication skills
- Capable of working without supervision
- Familiarity with Microsoft applications and data entry
- Ability to complete case prep, tasks, etc. within expected timeframe
- Demonstrated organizational and time-management skills
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to proactively identify what needs to be accomplished
- Utmost consideration of the client experience
Clark Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Clark Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.