The Client Services Specialist is the main point of contact for clients with varying servicing needs. The role requires effective cross-department collaboration, client communication, and a detail-oriented approach to policy maintenance, record-keeping, and data management. The ideal candidate will demonstrate adaptability, professionalism, and a client-first mindset to support evolving departmental needs. Compensation: Salary Range: $50,000 - $60,000 Benefits: Health, Vision, and Dental Insurance, Group Short Term Disability Insurance, Life Insurance, 401(k) with match Work Environment: This position is primarily remote, with bi-weekly in-office department meetings and occasional in-office days for specific tasks. Candidates must be local to the Ardmore area or within a one-hour drive/commute. Responsibilities: External Client Service • Client Relationship Management: Act as the main point of contact for clients throughout the lifetime of their policies, ensuring all requests and inquiries are addressed promptly, professionally, and with a client-first mindset. • Cross-functional Collaboration: Work seamlessly across departments, especially with Client Services and Policy Update teams, to address client needs, resolve issues, and ensure high-quality service delivery. • Client Request Management: Field incoming client requests, determine the appropriate internal resource to handle each request, and ensure proper handoff and follow-through to maintain client satisfaction. • Annual Communication Follow-Up: Manage responses to annual client communications, addressing questions or requests efficiently and ensuring clients receive timely and accurate updates. • Policy Maintenance and Updates: Work directly with insurance carriers to perform policy maintenance, updates, and account changes, including address changes, overdue notices, premium mode changes, beneficiary updates, EFT adjustments, and Broker of Record (BOR) modifications. • Service Cloud Management: Handle Service Cloud requests related to client services tasks and demonstrate flexibility by adapting to evolving responsibilities as needed. • Data Management and Accuracy: Maintain clear, accurate, and up-to-date client information in Salesforce and other databases, ensuring high levels of data integrity and recordkeeping. Internal Collaboration, Initiative, and Skillset • Proactive Communication and Collaboration: Comfortable engaging with internal and external parties, including clients and insurance carriers, through email, phone, and other communication channels. Collaborate effectively with teammates and other departments to ensure seamless project execution and client satisfaction. • Adaptability and Flexibility: Thrive in a fast-paced, evolving environment by demonstrating flexibility in taking on new tasks and responsibilities as needed. Maintain a positive, client-first mindset while addressing diverse daily priorities. • Technology Proficiency: Proficient with technology and eager to learn new programs independently. Excel proficiency is strongly preferred, and a commitment to maintaining accurate, up-to-date data in systems like Salesforce is essential. • Organized and Detail-Oriented: Manage tasks, schedules, and deadlines effectively while ensuring accuracy and completeness. Take a proactive approach to prioritizing work and communicating progress or challenges to teammates. • Professionalism and Initiative: Exhibit professionalism and accountability in all interactions. Seek clarification or ask questions to ensure understanding, accuracy, and continuous improvement while fostering a positive and respectful team culture. Qualifications: • A bachelor's degree in business, communications, or a related field is preferred; equivalent work experience will also be considered. • 3-5 years of experience in a client-facing role, customer service, or account management. • Proficiency in CRM systems like Salesforce and strong familiarity with Excel are a plus. • Proven ability to prioritize tasks, manage time effectively, and handle multiple responsibilities in a fast-paced environment. Compensation: $50,000 - $60,000

• External Client Service • Client Relationship Management: Act as the main point of contact for clients throughout the lifetime of their policies, ensuring all requests and inquiries are addressed promptly, professionally, and with a client-first mindset. • Cross-functional Collaboration: Work seamlessly across departments, especially with Client Services and Policy Update teams, to address client needs, resolve issues, and ensure high-quality service delivery. • Client Request Management: Field incoming client requests, determine the appropriate internal resource to handle each request, and ensure proper handoff and follow-through to maintain client satisfaction. • Annual Communication Follow-Up: Manage responses to annual client communications, addressing questions or requests efficiently and ensuring clients receive timely and accurate updates. • Policy Maintenance and Updates: Work directly with insurance carriers to perform policy maintenance, updates, and account changes, including address changes, overdue notices, premium mode changes, beneficiary updates, EFT adjustments, and Broker of Record (BOR) modifications. • Service Cloud Management: Handle Service Cloud requests related to client services tasks and demonstrate flexibility by adapting to evolving responsibilities as needed. • Data Management and Accuracy: Maintain clear, accurate, and up-to-date client information in Salesforce and other databases, ensuring high levels of data integrity and recordkeeping.Internal Collaboration, Initiative, and Skillset • Proactive Communication and Collaboration: Comfortable engaging with internal and external parties, including clients and insurance carriers, through email, phone, and other communication channels. Collaborate effectively with teammates and other departments to ensure seamless project execution and client satisfaction. • Adaptability and Flexibility: Thrive in a fast-paced, evolving environment by demonstrating flexibility in taking on new tasks and responsibilities as needed. Maintain a positive, client-first mindset while addressing diverse daily priorities. • Technology Proficiency: Proficient with technology and eager to learn new programs independently. Excel proficiency is strongly preferred, and a commitment to maintaining accurate, up-to-date data in systems like Salesforce is essential. • Organized and Detail-Oriented: Manage tasks, schedules, and deadlines effectively while ensuring accuracy and completeness. Take a proactive approach to prioritizing work and communicating progress or challenges to teammates. • Professionalism and Initiative: Exhibit professionalism and accountability in all interactions. Seek clarification or ask questions to ensure understanding, accuracy, and continuous improvement while fostering a positive and respectful team culture.