Client Services Specialist, Unbridled Wealth
Our Company
Unbridled Wealth is not your run-of-the-mill life insurance agency. Our team of bold, flexible entrepreneurs solves problems creatively, always prioritizing what’s best for our clients. While our techniques may evolve, our mission remains the same: to help eradicate the debt epidemic and leave generational legacies in its place. Our values set us apart. We foster authenticity, collaboration, and radical generosity, reflected in our 99% client retention and low employee turnover. At Unbridled, relationships come first, clients lead the way, and people matter more than process.
Job Description
The Client Services Specialist plays a key role in the entire client process, from initial application to policy delivery. To excel, candidates must be highly organized, skilled communicators, and capable of navigating multiple different scenarios throughout the day while ensuring every client’s experience is exceptional. Success in this role demands initiative, the ability to prioritize without constant direction, and a talent for managing input from multiple sources while making sure each Wealth Strategist feels supported.
Successful candidates will have the following:
- 3+ years work experience
- Experience in administrative position(s)
- Experience in Financial Services is preferred
- Able to manage multiple tasks simultaneously & proactively assume responsiblity
- Determination to not only learn, but also innovate processes
- Impeccable verbal and written communication
- Experience with CRM software is preferred
- Manage underwriting process for a group of Wealth Strategists
- Process in-force policy requests for existing clients
- Communicate with several home office departments
- Manage bi-monthly cutoff list and new business issue instructions
- Work on interoffice projects with other back office team members
- Help with office management responsibilities as needed
- Embody the Unbridled brand and culture, including: character, change, credibility, and community
Unbridled provides a comprehensive benefits package to all Unbridled employees, as well as other perks and work-life integration. The package includes:
- Salary Range: $45,000 - $60,000
- Health & Dental Insurance
- Vision Insurance, FSA & HSA Plan Options
- Life, Short-Term & Long-Term Disability Insurance
- 401k Plan with Discretionary Company Match
- Employee Loan Program
- PTO Exchange Program
- Paid Time Off & Paid Sick Leave
- Paid Holidays
- Monthly Parking Pass
- Community Service Leave
- Professional Therapy Benefits
- Voluntary Pet Insurance
- Cell Phone Allowance
In addition to our extensive benefits package, we also offer things like a company advocate program for new hires, wellness days, company social events, awards to empower employees to recognize colleagues, and more. We also have monthly Friday Forums where employees have a chance to hear from different members of the company regarding important updates and communications.
An Unbridled Community Takes All Kinds
We hire top talent from various backgrounds and intentionally cultivate a workplace of belonging where every team member is celebrated for who they are and where differing perspectives are valued. We are committed to creating a diverse, caring community where everyone can feel like they belong, no matter their race, ethnicity, religion, age, gender, sexual orientation, or ability. Come “Be you” with us.
Wage differential is based on seniority, merit, geographic location, education, training and experience. Talk with your recruiter to learn more.
Unbridled provides reasonable accommodation and/or modification to disabled individuals to assist in the application process. Any individual requiring accommodation/modification to complete this application should contact us [email protected]. There is no application deadline for this position.