Service Specialist

Job Summary: The Service Specialist is a highly motivated individual, detail orientated with a focus on providing quality service to DPL member firms. In this role, you are required to effectively collaborate with Sales Consultants and Support Staff to execute the responsibilities of your role.

We are looking for a qualified candidate who can quote and prepare applications for life insurance policies, coordinate underwriting requirements by interacting with advisors, clients, third parties and underwriters. Service Specialist will need to be detailed oriented to successfully perform quality reviews for our New Business. You will be assisting advisors with pre and post service requests utilizing professional customer service and communication skills. This role requires daily correspondence with clients and advisors both by phone and email. This role would need someone who is proactive, and will review new business policies and follow-through on commitments to meet the DPL Standard of Service.

Qualifications:

• Bachelor's Degree from an accredited college or university is highly preferred. Experience in the insurance sector or with RIAs with a focus in Operations Processing or Customer Service preferred.
• Proficient in Microsoft Office - Microsoft Word, Excel, and Power Point required. Prior experience with Salesforce and e-application platforms (e.g. Firelight) preferred.
• Analytical - Able to understand complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
• Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision.
• Oral/Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; engages and works with consultants on open cases; participates in meetings.
• Confidentiality - Able to keep all sensitive and private information confidential and always employ discretion and professionalism.
• Planning/Organizing - Prioritizes and plans work activities; ability to multi-task; manages time efficiently; proactive in problem solving; sets goals and objectives; maintains confidentiality and quality assurance.
• Quality - Able to perform repetitive tasks and maintain speed of work, accuracy and attention to detail without loss of productivity
• Team player with excellent communication skills.
• Flexible - Must be able to work in a dynamic fast-paced environment and able to adapt to frequent change.

Physical Demands and Working Conditions:

While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.