Client Service Coordinator
Job Location:
Monthly Salary:
Posted on:
Vacancies:
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 reports to the Compliance Manager and serves as the central hub for House Account management advisor-client transitions and client reassignments while acting as a supportive resource to the compliance team including ticket review and account-opening support. This role is instrumental in supporting firmwide retention and ensuring a seamless experience for both clients and advisors. This position focuses on House Account servicing reassignment account continuity and compliance support.Job Description
House Account Client Management
- Serve as the main point of contact for House Account (orphan) clients conducting regular service review meetings and ensuring satisfaction and retention.
- Proactively reach out to House Account clients to vet needs assess the service required and schedule and run service review meetings.
- Handle new account openings transfers and servicing paperwork for House Account clients.
- Maintain thorough CRM (HubSpot) documentation and coordinate with licensed advisors and brand ambassadors for any planning or product needs.
HubSpot Deal & Lead Management
- Organize and triage House Account and reassigned leads in HubSpot identify live vs. dead deals confirm client and deal status and organize by NACC or planning amount.
- Assign qualified opportunities to the appropriate brand ambassador by location then attend and continue to service the case after the sale.
- Maintain data-gather inputs in HubSpot (income cash flow movable money) so deals remain reportable and exportable.
Advisor Transitions & Client Reassignments
- Assist with reassigning clients when advisors exit ensuring a smooth transition or conversion to House Accounts.
- Follow up on terminated-advisor FPA clients coordinate with the departing advisors manager to ensure every client is contacted and directly manage any clients left unassigned.
- Take ownership of orphan accounts and follow up with clients to maintain continuity and trust. Compliance Support & Ticket Review
- Serve as a supportive resource to the compliance team assisting with day-to-day compliance workflows as needed.
- Conduct and assist with AUM and account ticket review.
- Support account-opening review and supervision documentation in partnership with the Compliance Manager.
Tools Templates & Process Development
- Build outreach scripts email follow-up templates data-gather templates and Client Service Meeting (CSM) presentations.
- Build and refine workflows for client servicing reassignment and House Account processes; document procedures and collaborate with leadership to improve efficiency and scalability.
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:
IC
