Client Service Specialist

Roseville, CA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

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

Peak Financial Freedom Group is a fast growing financial planning firm in Roseville CA. The co-founders of the company have over 50 years of experience in the financial industry are Amazon best-selling authors hosts of their own radio show and hosts of their own television show heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven committed and have a great work ethic. Due to the growth of our company the possibility for advancement will be available to those who show dedication and excel at their position.

Job Description

Essential Duties and Responsibilities

Answering the phone screening calls and transferring calls appropriately
Conducting business in a service orientated manner that is attentive respectful friendly and kind when serving clients and colleagues
Maintaining relationships with clients prospects vendors venues and other business partners
Running office errands ordering office supplies and kitchen inventory
Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to preparing for monthly large business events quarterly client events and handling of sensitive client material
Scheduling/confirming appointments for prospects and clients promptly entering sensitive client information and data into database
Greeting clients offering a beverage upon arrival preparing cookies for appointments
Cleaning up and maintaining conference rooms for client meetings maintaining kitchen and copy room
40 wpm certification

Education and Experience

High School diploma required college education preferred
Knowledge of computers and applications such as Microsoft Outlook Excel and Office
Knowledge of customer service principles and practices

Key Competencies

Exceptional interpersonal and written communication skills
Professional personal presentation
Customer service orientation
Initiative and reliable
Analytical and innovative problem-solver
Highly organized and detail-oriented

What AmeriLife Offers

A comprehensive benefits package that includes PTO medical dental vision retirement savings disability insurance and life insurance.

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...