Client Concierge Specialist

RIA Insurance Solutions (RIAIS) Client Concierge Specialists are unlike any other. We take passion and accountability to a whole new level. We see ourselves as an extension of the RIAIS financial professionals that we work with day in, day out. We are part of a team that delivers outstanding service to our clients and financial advisors. 

The RIA Insurance Solutions team has a passion for implementing insurance solutions that are in the best interest of the client and align with their financial objectives. In addition, our goal is to make the insurance application and implementation process as smooth as possible.  The RIAIS Client Concierge Specialist works with the RIAIS agent, the client, and the financial advisor to streamline the insurance process.  The RIAIS Client Concierge Specialist partners with the FIG Operations team to support fixed annuities/insurance and also works directly with several carriers for variable products.  We partner closely with our in-house operations and tech teams to collaborate and constantly evolve the platform that we use every single day and that connects us to the financial professionals we serve. Problem solving and innovation is at the heart of everything we do, and we never stop thinking outside-of-the-box to focus and improve on the true outcome of the work in front of us. We value our positive, solution-oriented culture that drives business and the team forward.  As our culture evolves, we remain transparent and collaborative through changes and remain accountable to our commitments.

YOUR ROLE:

• Responsible for reviewing and managing the pending business applications for the RIAIS agents.  The expectation is the RIAIS Client Concierge Specialist will support 2-3 agents.   
• Follow up and communicate with consumers and financial professionals to complete paperwork resolve outstanding requirements. 
• Follow up and communicate with top insurance companies and financial institutions to drive forward the cases in your ownership
• Document and manage cases in the RIAIS customer relationship management (CRM) tool.  The RIAIS team leverages the FORCE platform as their CRM.
  • The expectation is that there will be 50-100 pending applications across the annuity, life insurance, LTC, and disability insurance product lines. 
• Work closely and in lockstep with the RIA Insurance Solutions Team to create a cohesive, evolving culture of one to drive stability and growth with the financial professionals we work with
• Provide support to clients and financial professionals for inforce policies
• Communicate and establish deep relationships with financial professionals to effectively convey status updates
• Use creativity and out-of-the-box thinking to solve unique scenarios and problems
• Other assignments as requested to assist the sales team.
• Work closely with FIG’s Operations and Contracting departments to manage contracting requests.

WHY YOU ARE THE RIGHT PERSON:

• Keep a positive attitude in all aspects of your work
• Outcome-driven problem solver
• Fosters and build relationships internally and externally
• Ability to learn and grow within our CRM
• Engage in collaboration with sales and other departments throughout the organization to increase efficiency
• Bring forward ideas and remain creative for continuous improvement
• Excel in a team-driven environment
• Act as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish