Be Seen First
Plano, TX · On-site
$60K - $70K/yr
The Specialist ensures that all case data is accurate, up-to-date, and progressing smoothly through the internal pipeline to support the "One Simplicity" vision. Primary Responsibilities: · Case ...
Quick apply
Be Seen First
Plano, TX · On-site
$60K - $70K/yr
The Specialist ensures that all case data is accurate, up-to-date, and progressing smoothly through the internal pipeline to support the "One Simplicity" vision. Primary Responsibilities: · Case ...
Be Seen First
Plano, TX · On-site
$85K - $99K/yr
Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...
Quick apply
Be Seen First
Plano, TX · On-site
$85K - $99K/yr
Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...
Spring, TX · On-site
$44K - $48K/yr
Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...
Quick apply
Spring, TX · On-site
$44K - $48K/yr
Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth ...
Be Seen First
Plano, TX · On-site
$50K - $60K/yr
A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and ...
Quick apply
Be Seen First
Plano, TX · On-site
$50K - $60K/yr
A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Spring, TX · On-site
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
For convenience and simplicity, those terms and terms like corporation, company, our, we and its are sometimes used as abbreviated references to specific affiliates or affiliate groups. Abbreviated ...
Houston, TX · On-site
$14.50 - $16.75/hr
Scooter's Coffee may be one of the fastest-growing specialty coffee brands, but simplicity is at our core: sustainably-sourced ingredients we handcraft into perfection. We believe in taking time to ...
Houston, TX · On-site
$14.50 - $16.75/hr
Scooter's Coffee may be one of the fastest-growing specialty coffee brands, but simplicity is at our core: sustainably-sourced ingredients we handcraft into perfection. We believe in taking time to ...
| Aspect | Simplicity | Bookkeeper |
|---|---|---|
| Required Credentials | Basic accounting knowledge, possibly a certificate | Typically a high school diploma; some certifications preferred |
| Work Environment | Office or remote, handling financial data | Office setting, managing financial records |
| Industry Usage | Used across various industries for simple financial tasks | Commonly employed in small to medium businesses |
| Search & Comparison Intent | Understanding basic financial roles | Learning about entry-level accounting positions |
While both roles involve financial data, Simplicity typically refers to a straightforward, less complex financial process or tool, whereas a Bookkeeper is a specific job responsible for recording financial transactions. The Bookkeeper role requires specific skills and certifications, and is more focused on maintaining accurate financial records. Understanding these differences helps clarify job expectations and required qualifications.
$60K - $70K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 7 days ago
Position: Client Support Specialist
Reports to: Client Support Operations Lead
Department: Leveraged Life Solutions
Location: 5850 Granite Pkwy, Plano, TX 75024 OR 1499 Gulf to Bay Blvd, Clearwater FL 33755
Classification: Full-time; Exempt
Summary / Job Objective: The Client Support Specialist is the administrative and operational engine of the Lifecycle Management vertical within the Leveraged Life Solutions division. This vital role is designed to lift the administrative burden off the active renewal and origination teams by executing flawless policy servicing, system data management, and general case setup. Focusing exclusively on the leveraged life insurance policies of Traditional Premium Finance and Kai-Zen. The Specialist ensures that all case data is accurate, up-to-date, and progressing smoothly through the internal pipeline to support the "One Simplicity" vision.
Primary Responsibilities:
· Case Management & Inbox Support: Monitor and manage the daily flow of service requests. Act as the primary point of contact for incoming service requests, missing requirements, and general administrative inquiries from internal teams.
· Data Entry & Integrity: Accurately enter and maintain critical policy, client, and lender data within the Salesforce CRM. Ensure all active leveraged cases are properly tagged, tracked, and updated throughout their lifecycle.
· Administrative Policy Servicing: Execute routine administrative policy changes by coordinating directly with insurance carrier back-offices. This includes processing beneficiary updates, ownership changes, collateral assignments, allocation changes, and billing adjustments.
· Renewal & Origination Backup: Provide essential administrative overflow support to the Annual Renewal and Loan Origination teams during peak processing seasons, assisting with the collection, organization, and filing of required financial documents and executed service forms.
· Workflow Execution: Follow strict operational workflows and Service Level Agreements (SLAs) to ensure rapid case turnaround times, elevating the overall service experience for advisors and high-net-worth clients.
Qualifications:
· Bachelor’s degree in Business Administration, Finance, or a related field (or equivalent professional experience), preferred.
· 1-3 years of experience in life insurance operations, administrative support, or financial services case management.
· High-level proficiency with CRM platforms (Salesforce strongly preferred) and digital document management systems.
· Exceptional organizational skills and a high degree of accuracy when handling complex data entry.
· Familiarity with life insurance terminology and general policy administration is highly preferred.
· Experience with Salesforce and data entry strongly preferred
Core Competencies:
· High Attention to Detail
· Time Management & Task Prioritization
· Cross-Functional Team Support
Compensation & Benefits:
Compensation (based on experience)
Benefits
Locations: 5850 Granite Pkwy, Plano, TX 75024 OR
1499 Gulf to Bay Blvd, Clearwater FL 33755
*This role is an in-office position
Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
Summit, NJ, US
2016
