Job Description

Client Service Specialist – High Ground Company – Retained Search

Location: Atlanta (near Sandy Springs)

Hybrid Work Schedule: M, T, W, F 8:30am-5:00pm in the office near Sandy Springs, Thursdays from your home office

We are excited to partner with our client, High Ground Company, to assist in a search for a new Client Service Specialist to join their wonderful team. High Ground is a niche insurance company that provides customized solutions for their high net worth clients. If you have a financial services background and love being the behind-the-scenes player providing invaluable support to clients, advisors, and your team, this could be the perfect role for you.

This position is a hybrid role where you will work four days per week in our client’s office in Sandy Springs and on Thursdays you can work from your home office each week.

 High Ground is unique in their industry in that they have ongoing, proactive interaction with their clients. As the Client Service Specialist, your goal is to provide exceptional level service and support, drive client satisfaction, and help the company achieve its financial objectives. Therefore, they are looking for a new team member who can operate at the highest level of protocol, providing professional communications with excellent grammar and punctuation. There are a lot of moving pieces and you will wear many hats. So this role requires a self-starter who is disciplined in managing time and your workload.

Our client describes their culture as one that is hard-working but easy going. They have a culture of family-first and they are all invested in each other’s lives. They all strive for excellence and are excited to help the firm grow and succeed. So if you are searching for a professional business-focused environment that still has a family-feel, you will love being a part of the High Ground team!

JOB RESPONSIBILITIES include:

• Sending Premium Reminder Letters
• Assembling Annual Review packages for clients
• Ensuring timely delivery of Policies and Service Plans
• Responding to Client Requests
• Updating and maintaining client information in the CRM System
• Notifying clients of term policy expirations and discussing renewal or conversion options
• Referring clients to advisors for more in-depth financial planning and insurance advice as is appropriate
• Collecting and analyzing client feedback to improve service quality and address any concerns
• Tracking renewals
• Identifying opportunities to cross-sell and sharing those opportunities with advisors and teammates

CANDIDATE REQUIREMENTS

• Proven experience in client service, preferably in the insurance or financial services industry
• Willingness to learn life insurance products and industry practices
• Excellent communication and interpersonal skills with a focus on client satisfaction
• Proficiency in CRMs and MS Office software
• Ability to handle multiple tasks and prioritize in a fast-paced environment
• Detail-oriented with strong research and problem-solving skills

Compensation: Base salary of $60-70,000 depending on experience, bonus opportunity, health and dental insurance (100% of employee-only premiums paid by employer), PTO, holiday pay, and professional development opportunities.