Client Service Coordinator

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Client Services Coordinator is a service-driven professional responsible for managing House Account clients fielding inbound leads facilitating client transitions and refining internal service workflows. This role is instrumental in supporting firmwide retention and ensuring seamless experience for both clients and advisors.

Job Description

Location: 550 Pharr Road NW Suite 400 Atlanta GA 30345

Compensation: $25/hour

FFA is dedicated to delivering exceptional client experiences while empowering our advisors to reach their highest potential. As we expand our service we are seeking a highly organized and personable Client Services Coordinator to serve as the central hub for House Account management inbound prospect intake and advisor-client transitions.

Responsibilities:

House Account Client Management

Serve as the main point of contact for House Account clients conducting regular service meetings and ensuring satisfaction
Maintain through CRM documentation and coordinate with licensed advisors for any planning or product needs

Inbound Prospect and Call Management

Respond to inbound calls and inquiries screen prospects and gather intake information
Assign qualified leads to appropriate advisors and track lead source and status for reporting

Advisor Transitions & Client Reassignments

Assist with reassigning clients when advisors exit ensuring a smooth transition or conversion to House Accounts
Communicate with clients throughout the process to maintain continuity and trust

Operational support & Process Development

Build and refine workflows for client servicing intake and reassignment processes.
Document procedures and collaborate with leadership to improve efficiency and scalability

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race color religion creed sex (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity or expression age national origin ancestry disability genetic information marital status veteran or military status or any other protected characteristic under applicable federal state or local law. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .

Pay Transparency Statement

We are committed to pay transparency and equity in accordance with applicable federal state and local laws. Compensation for this role will be determined based on skills qualifications experience and market factors. Where required by law the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information such as benefits bonuses and commissions will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about discussing or disclosing their pay or the pay of another employee or applicant as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening which may include employment verification education verification criminal history check and other job-related inquiries as permitted by law. All screenings are conducted in accordance with applicable federal state and local laws and information collected will be kept confidential. If any adverse decision is made based on the results applicants will be notified and given an opportunity to respond.

Required Experience:

Our CompanyExplore how you can contribute at AmeriLife.For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.Associates get satisfaction from knowing they provide agen...