Client Services Representative

Blueprint Income

Blueprint Income

Client Services Representative

New York, NY
Full Time
Paid
  • Responsibilities

    We're looking for a self-starter with excellent communication skills to join our team as a Client Service Representative. The ideal candidate is a recent grad or has 1-2 years of professional experience. We're looking for someone who is excited to be a part of building something new in the insurance and retirement industry and is eager to learn about the annuity market. Strong organization skills, polished communication skills, and the ability to manage multiple projects and client applications across several carriers are ideal for this role.

    We're in a phase of tremendous growth and the right candidate is going to grow with us. This role offers a great deal of opportunity to significantly contribute to the growth and success of a financial organization - all while helping folks increase their financial security in retirement.

    Responsibilities:

    • Client Interaction - upon becoming a licensed agent, you'll be responsible for addressing client questions over phone, email, and live chat.
    • Application Management. You’ll work with clients to complete applications for new business. You’ll interface with insurance companies, clients and our distribution partners to ensure timely processing.
    • Policy Management. You’ll work to ensure all policies have accurate payouts and client details. You’ll set up online accounts for new clients and link client accounts to new policies. You’ll handle ongoing contributions for existing clients. You’ll also maintain records of all issued policies.
    • CRM Management. You’ll ensure leads, customers and records are maintained. You’ll ensure monthly contributions and income are reflected in the CRM and admin systems. You’ll reflect new policy and application statuses in the CRM and admin systems for customers.
    • Ongoing Processing. You’ll check all recurring payments from Personal Pensions and ensure payments and policy records are up to date. You’ll send periodic statements to clients with contribution details.
    • Create and implement marketing emails. You’ll create emails for weekly and monthly emails that go to customers in an email building tool. You’ll upload emails into ESPs and coordinate sending of emails.
  • Qualifications
    • Bachelors' degree
    • Excellent verbal and written communication skills
    • Strong organization skills
  • Desired skills
    • Exhibited interest in finance
    • Kind and humble demeanor
    • Entrepreneurial spirit
  • Benefits

    Medical, Dental, Vision, 401K

  • Industry
    Financial Technology
  • Fun Fact
    We are the exclusive provider of annuities on the AARP Annuity Marketplace!
  • About Us

    Blueprint Income is building a better future and a smarter way to save for retirement by offering a Personal Pension that’s truly the first of its kind. We work with more than 30 of the world’s top insurance companies to create the most competitive marketplace of good, simple annuities out there. We’re building better financial products that give people something they can count on: guaranteed retirement income.