Title: Outreach and Client Service Assistant

Timeline for hire: June 2023

Summary of Position:

The outreach and client service assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between potential clients and current clients.

Duties of Role:

SUPPORT

• Maintain financial representative’s calendar and schedule follow-up appointment
• Review case notes, process/update correspondence and maintain coordinate client case files
• Answer telephone calls and direct them as appropriate
• Contact clients to set up follow-up meetings with representative
• Contact clients to confirm receipt of forms or request return of completed forms and update FR and team when completed
• Send client birthday cards and schedule birthday/age change appointments for representative
• Generate lead connections and implement marketing strategies

Outreach Support

• Follow up with potential/prospective clients on a systematic basis
• Research potential/prospective clients with marketing team
• Inputting potential/prospective client data
• Review weekly and monthly activity goals with FR and team
• Segmentation of potential/prospective client profiles

Qualifications:

• Experience in customer service, sales and/or service industry (preferred: financial services and/or insurance industry)
• Excellent oral and written communication skills
• Friendly and personable demeanor towards clientele and team
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality
• Enthusiasm for continued growth, certification, and education

Pay: $15.50-17.50/hour

Hours: 20+/week Part-time Paid

Job Type: Part-time

Pay: $15.50 - $17.50 per hour

Benefits:

• Employee assistance program
• Flexible schedule
• Parental leave

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Chico, CA 95926: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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