Client Support – Wealth & Retirement

D&D Insurance Agency Inc

Norfolk, Nebraska, US
Not specified; benefits: medical/dental/vision ins...
Excellent verbal and written communication skills
Ability to handle challenging customer interactions
Strong attention to detail in data processing
The role serves as the primary point of contact for clients regarding retirement plans and participant services

Job Summary

  • The role serves as the primary point of contact for clients regarding retirement plans and participant services.
  • Employees will resolve customer issues via phone and email while ensuring accuracy in processing requests and forms.
  • The company offers a family-like environment with opportunities for advancement, training, and a competitive benefits package.

Matching Summary

The role serves as the primary point of contact for clients regarding retirement plans and participant services.

Salary

Not specified; Benefits: Medical/Dental/Vision Insurance, 401(k), Paid Holidays, PTO, FSA/HSA, Life Insurance, Short-Term and Long-Term Disability

Skills & Requirements

Must-have

  • Excellent verbal and written communication skills
  • Ability to handle challenging customer interactions
  • Strong attention to detail in data processing

Nice-to-have

  • Proactive and solution-oriented mindset
  • Genuine passion for helping others
  • Positive attitude and service personality

Key Requirements

  • Basic computer skills including office software navigation
  • Patience and empathy when dealing with frustrated customers

Work Rights

Not specified

Tailored Resume

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