Client Services Specialist

D&D Insurance Agency Inc

Scottsdale, AZ, US
Not specified; not specified; competitive compensa...
Not specified (assumed to be in-office based on the nature of the role).
2-5 years administrative experience
Ms office proficiency
Strong typing and 10-key skills
D&D Insurance Agency Inc. is seeking a Client Services Specialist to assist with administrative support and operational processes. The ideal candidate should have 2-5 years of administrative experience, preferably in an investment or insurance environment, and possess strong customer service and communication skills

Job Summary

  • The role supports the issuance and processing of fixed annuity products while assisting with daily workflow systems.
  • Candidates will be responsible for preparing various reports, performing data entry, and recommending process improvements.
  • Integrity is a hyper-growth company offering a competitive compensation package and a family-like culture that celebrates hard work.

Matching Summary

Match Score: 75

D&D Insurance Agency Inc. is seeking a Client Services Specialist to assist with administrative support and operational processes. The ideal candidate should have 2-5 years of administrative experience, preferably in an investment or insurance environment, and possess strong customer service and communication skills.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 2-5 years administrative experience
  • MS Office proficiency
  • Strong typing and 10-key skills
  • Excellent customer service skills
  • Ability to work as a team

Nice-to-have

  • Experience with Salesforce workflow systems
  • Series 6, 7, 63, 65, or 66 licenses
  • Life and Health Insurance Licenses
  • Investment or insurance environment background
  • Proactive problem-solving mindset

Key Requirements

  • 2-5 years administrative experience required
  • Series 6, 7, 63, 65, 66 OR Life and Health Licenses preferred
  • Sound judgment and professional demeanor required

Work Rights

Not specified

Tailored Resume

Cover Letter