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This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

YEAR

<p><strong>About GFI Ikigai</strong></p><p><br/></p><p>GFI Ikigai is on a mission to combat financial illiteracy and make a positive impact on communities worldwide. Our commitment to excellence is evident in the online tools and in-house training we provide for personal and professional growth. We support multiple career paths, making financial independence accessible to all.</p><p><br/></p><p><strong>About the Position: Client Services Representative - Part Time</strong></p><p><br/></p><p>Join GFI Ikigai as a Client Services Representative on a part-time basis. This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. This opportunity is perfect if you are passionate about assisting others and making a meaningful difference.</p><p><br/></p><p><strong>Benefits</strong></p><p><br/></p><ul><li>Flexible scheduling with personalized customization</li><li>100% remote position with comprehensive online tools and training</li><li>Leadership development opportunities</li><li>Competitive compensation ($65,000 - $80,000 part-time), with room for personal advancement and earning based on goals</li></ul><p><br/></p><p><strong>Key Responsibilities</strong></p><p><br/></p><ul><li>Act as the key contact point for clients, ensuring total satisfaction in a part-time role</li><li>Provide timely, professional, and courteous support to clients and associates</li><li>Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning</li><li>Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning</li><li>Drive growth of account value through upselling and cross-selling opportunities while maintaining high levels of client satisfaction</li></ul><p><br/></p><p><strong>Role Requirements</strong></p><p><br/></p><ul><li>18 years or older and a U.S. citizen</li><li>Completion and passing of a background check</li><li>Strong verbal and written communication, with excellent customer relationship management skills</li><li>Must acquire or have a Life Producer license within the first two weeks</li><li>Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills</li><li>Analytical ability to interpret account health metrics and prepare concise summaries</li><li>Experience in identifying expansion opportunities</li></ul><p><br/></p><p><strong>Preferred Qualifications</strong></p><p><br/></p><ul><li>Backgrounds in customer service, leadership, and management are preferred</li><li>Experience in education, coaching, military, or elite athletic background is valuable</li><li>Self-motivated and entrepreneurially-minded with the desire to grow and assist others</li><li>Advanced negotiation techniques or technical troubleshooting skills can be advantageous</li></ul><p><br/></p><p>Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone. We look forward to receiving your application and exploring how we can achieve outstanding results together!</p>

GFI-Team Ikigai

Client Services Representative - Part Time

Analysis Skills

Background Investigation

Budgeting

Coaching

Cross-Selling

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Satisfaction

Customer Support/Service

Customer Training

Develop and Maintain Customers

Estate Planning

Financial Literacy

Financial Planning

Identify Issues

Insurance

Leadership

Metrics

Military

Negotiation Skills

Online Training

Presentation/Verbal Skills

Reporting Skills

Retirement Planning

Salesforce.com

Time Management

United States Citizen

Up-Selling

Writing Skills

The Hire Talent

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Manager Associate - Commercial Lines</b> </p></div><div><p><b>Hybrid: </b>1 day in the Binghamton, NY or Syracuse, NY office<br/> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> <br/> </p></div><div><p><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence</b>: Maintain technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis. </p></li></ul></div><div><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul></div><div><ul><li><p><b>Renewal Process:</b> Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Process tasks accurately and within required timeframes. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable:</b> Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance:</b> Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> </p></div></div><div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>7+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active licensing; professional designation preferred </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment <br/> </p></li></ul></div><div><p><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><div>The expected pay range for this position is $60,000.00 to $65,000.00 per year, depending on experience, relevant skills, and geographic location.</div><p/><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

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Client Services Representative - Part Time GFI-Team Ikigai

Account Manager Associate Insurance Office of America

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