Service Specialist Jobs

Work for one of the country's hottest startups! Recently named a Best Place to Work KY, DPL Financial Partners is a nationally recognized, award-winning company in the high-growth FinTech space. DPL Financial Partners is the first and leading turnkey insurance platform for registered investment advisors (RIAs). With a powerful mission to help people achieve lifelong financial security, we are upending the multi-trillion-dollar insurance industry by modernizing insurance and annuities. We've grown fast and are looking for smart, dynamic candidates to join our team. If you're a hard-worker looking for opportunity, growth, mentoring and a high-energy, team-oriented experience, we may be just right for each other. Come grow your career with us!

We are looking for a dynamic individual to join our Operations team. The Service Specialist works alongside the Sales team to provide excellent customer service and issue resolution to member firms.

Essential Duties And Responsibilities

• Resolves a variety of issues for carriers, financial advisors, and DPL consultants.
• Correspond daily with clients and advisors.
• Maintain documentation and knowledge of multiple insurance carriers service and post-issue processes.
• Maintain data integrity with all documentation whether physical or electronic.
• Package and mail contract documents to advisors and clients.
• Collaborate with internal and external partners to obtain and provide information to support operations functions.
• Assist with other operational functions as required by business.

Qualifications

• Proficient in Microsoft Office - Microsoft Word, Excel, Outlook, and PowerPoint
• Bachelor's degree from an accredited college or university
• Excellent written and verbal communication skills

Preferred Qualifications

• Experience with Salesforce or similar Client Relationship Management (CRM) software
• Experience in the insurance sector or with RIAs with a focus in Operations Processing or Customer Service
• Familiarity with DocuSign and other e-signature platforms.
• Experience assisting in financial transactions.
• Experience with e-application platforms (e.g., Firelight)

Working Conditions

Standard office environment. Employee may be required to frequently stand, walk, and sit with extended periods of time in front of digital screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Posted by ApplicantPro