Client Financial Specialist

Description

Do you have a talent for financial analysis and possess exceptional communication skills? Do you thrive in forward thinking and fast paced environments? If so, we have an exciting opportunity for you to join our Client Financial Specialist team. 

As an  Client Financial Specialist, your pivotal role will involve driving exceptional customer service and fostering strong client connections. You will collaborate seamlessly with agents and underwriters to ensure accurate and timely underwriting processes, setting the stage for success.

MPI® Unlimited, LLC is committed to providing a full-suite of competitive benefits for our growing staff and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, dental and vision, MPI Match Plan, and other unique employer-sponsored wellness programs, as well as offering a paid time off policy, paid family leave benefit as well as paid holiday time.  Pay Range: $20-$22/hr

Your responsibilities will include:

• Efficiently communicate with brokers, insurance carriers and licensed producers to provide/obtain client updates, address inquiries and resolve any issues through professional communication channels, including email, text, and phone calls.
• Oversee a portfolio of clients by acting as a point of contact to address inquiries, provide comprehensive application/policy updates and resolve issues while fostering strong client relationships and maintaining a high level of client confidentiality.  
• Provide in-depth analysis of individual client policies and develop solutions for implementing MPI® financial strategies.
• Provide administrative support by processing life insurance applications, Replacement of Existing Life Insurance Contracts and Policy Conservation Opportunities (PCO's) ensuring completeness and accuracy as well as collaborate with brokers & insurance carriers to gather additional information and necessary documents for the underwriting process. 
• Identify potential clients that are eligible for loans and PCO's that may need to be processed and work with brokers & insurance carriers to ensure accurate and timely processes.
• Maintain data integrity by entering and updating client account information and underwriting updates in the CRM and ensuring proper documentation is filed in accordance with client records retention policy & state and federal regulations.
• Generate reporting for department/executive management, providing insights for data-driven decision-making as well as collaborating with team members to identify opportunities for enhancing operational efficiency and propose innovative solutions.
• Assist in special projects and/or other duties as assigned by management

To excel in this role, you should possess the following skills:

• Strong analytical and critical thinking abilities.
• Excellent communication skills, both written and verbal, to effectively engage with clients, agents, underwriting case managers and insurance carrier partners. 
• Strong multitasking abilities and excellent time management skills to meet deadlines and handle multiple projects simultaneously.
• Ability to work independently and as a team player, collaborating with agents, underwriting case managers, insurance carrier partners and management.
• Self-motivated with a positive proactive approach to problem-solving.
• Strong attention to detail and ability to maintain data integrity.
• Ability to maintain confidentiality and handle sensitive information securely.
• Proficiency in Google Workspace and other relevant software.
• A strong passion to help to ensure exceptional service is provided so our clients feel valued, supported, and confident in their financial journey. 
• Innovative and able to  embrace change as an opportunity for growth to ensure we can meet the evolving needs of our clients and the industry. 

This position offers a great opportunity to work in a dynamic and customer-focused environment. If you are a highly motivated and analytical professional with a passion for client relations, we encourage you to apply for the role of Client Financial Specialist at MPI®.  We look forward to hearing from you!