Posting Date

Responsibilities and duties

  • Greet everyone, in person or by phone, in a positive, friendly manner. Screen incoming calls, handle service issues, schedule appointments or forward calls to appropriate person, as needed. Monitor the reception area for literature and tidiness to provide a welcoming atmosphere.
  • Become proficient using the Everence client database system to effectively set up and manage ongoing client data and office processes, as well as the OnBase system for scanning client information. Assist with importing scanned files to OnBase.
  • Acquire and maintain a strong working knowledge of Everence insurance and investment products and the systems for processing workflow.
  • Effectively manage customer inquiries and questions regarding various products and services.
  • Prepare monthly birthday card list for each consultant to review. Run labels, give cards to consultants to sign, and mail cards on the appropriate day.
  • Prepare monthly Client Review list for each consultant to review. Mail postcards, send emails, and make review phone calls as needed to support the Client Services Representatives (CSRs).
  • Assist CSRs as needed to prepare for client appointments by assembling product literature, insurance illustrations, forms, client reports, and other applicable information.
  • Prepare applications and other forms using an automated system (LaserApp) or the Everence Document Library. Process and forward forms to appropriate departments and/or companies.
  • Submit communications (i.e. review postcards, letters, collateral materials, presentation content, etc.) to AdTrax for compliance as needed.
  • Handle incoming and outgoing mail and faxes.
  • Prepare client correspondence as needed.
  • Support the consultants with seminars, including marketing/promotion, maintaining seminar supplies, and collecting prospective client data.
  • Assist with other projects as assigned.

Qualifications

Education:

Prefer at least two years of college or specialized training.

Experience:

  • Prior experience in financial services, insurance industry, or tax accounting office desired.
  • Must have experience or aptitude to learn PC-based software programs, including proficiency in using Microsoft Office software.

Skills and Abilities:

  • Ability to handle difficult situations with tact and diplomacy. Ability to meet the public in a professional and friendly manner.
  • Ability to work in a fast-paced environment and be flexible to changing demands.
  • Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy.
  • Exceptional client service capabilities; positive attitude.
  • Ability to exercise good judgment; problem solving.
  • Consistently accurate with high attention to detail and organization.
  • Self-motivated with desire to take initiative.
  • Sensitive to the confidentiality of information.
  • Exceptional time management skills.
  • Excellent communication skills, including both written and verbal.
  • Ability to be prompt and organized, ready to provide support at scheduled work times.
  • Willingly embrace and support the mission of Everence.

Supervisory responsibilities

None

Schedule

This is a full-time position (40 hours/week)

Location

North Newton, Kansas

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