Service and Operations Specialist

Position Summary

Are you interested in joining a fast-growing financial services company? Do you enjoy providing excellent service to clients?

RetireOne is the premier Outsourced Insurance Desk for Registered Investment Advisors in the country. We are searching for a Service and Operations Specialist to join our team to support our partner advisory firms.

Daily responsibilities include:

• Serve as primary point of contact providing superior service to investment advisors
• Track the pipeline of service requests and provide proactive updates to investment advisors throughout the process
• Collaborate with other team members to deliver timely and accurate information in response to inquiries and/or service issues
• Research and respond to client issues related to applications, forms, and various other areas of product knowledge and support
• Review information for accuracy and completeness according to company standards and work with financial advisors to resolve open information requests

Qualifications:

If you’re not an insurance expert, that’s okay! In addition to the skills below, successful candidates will have a growth mindset and a willingness to learn.

• Some customer service and/or operations experience is strongly preferred. College Internships and collegiate activities will be considered in lieu of experience. Experience in the insurance industry is a plus.
• Enjoy working in a structured environment during specified hours as determined by business need.
• Excellent operational and organizational skills with the ability to manage transactional work, be self-directed, and quickly develop a full understanding of our business and the financial services industry
• Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment
• Demonstrated ability to build and sustain strong relationships with clients and partnerships with internal associates.
• Aptitude and passion for working with technology and influencing our clients in becoming a digital practice
• Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience
• The ability to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
• Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

This position works in a professional office with other motivated staff, with the opportunity to work remotely on occasion upon request. This position is located in our downtown Louisville, KY, office. The individual who fills this role will report to the Director, Service and Strategy. The salary range is $37,500 to $48,000, depending on experience, background and qualifications. Promotional opportunities exist within this fast-growing company.