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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

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: 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: Senior Account Associate - Commercial Lines</b> <br/><b>Work Mode: </b>Remote (Florida, Texas and Eastern Time Zone Only<b> </b><b>| Location/Supporting: </b>Jupiter, FL<b>| Book Focus: </b>General, Construction, Contractors<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> </p></div><div><p> <br/><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of 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 small-sized accounts or those with the least complex needs. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></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>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</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>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><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ 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><div><div><ul><li><p>Required active licensing, professional designation (CISR) 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 </p></li></ul></div><div><p> <br/><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><p><i>The expected pay range for this position is 50-70K annually, depending on experience, relevant skills, and geographic location.</i></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>

Insurance Office of America

Senior Account Associate- Commercial Insurance (Remote)

Accounts Receivable

Administrative Skills

Aged Care

Best Practices

Billing

Brokerage

Business Support

Check Processing

Childcare

Construction

Continuous Improvement

Contract Review

Corporate Policies

Customer Retention/Renewal

Customer/Client Research

Data Quality

Diversity

Finance

Health Insurance

Insurance Sales

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Organizational Skills

Past Due Accounts

Pricing

Proposal Writing

Quality Metrics

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Underwriting

Work From Home

Jobvite Talemetry Organic Easy Apply

OTHER

Required Internet speeds - Minimum download 25mbps or higher and minimum upload speed 10mbps or higher (you can test this by going to [1] www.speedtest.net). - Facilitate new hire and update training to ensure delivery of training is consistent and meets the needs of the program while maintaining control of classroom environment and addressing trainee behavior.

Essential Duties and Responsibilities:<br/>- Provide feedback regarding the design, development and distribution of training programs and materials as needed.<br/>- Conduct, plan, and coordinate training to a variety of audiences.<br/>- Coordinate logistics for instruction events, including scheduling classes, reserving classrooms, and preparing workstations.<br/>- Determine resource readiness for courses, including materials, training room, technology, and collection and entry of training data.<br/>- Maintain records of training activities, participant progress, and program effectiveness.<br/>- Provide production floor support and answer questions.<p><strong>Essential Duties and Responsibilities</strong></p><p>- Deliver training content with the following goals in mind: deliver complete and understandable systems training, provide sufficient practice time, ensure integrity and completeness of information and provide required job aids to gain full program knowledge<br/> - Facilitate new hire and update training to ensure delivery of training is consistent and meets the needs of the program while maintaining control of classroom environment and addressing trainee behavior<br/> - Coordinate and administer practical examinations for new hire training classes to include tracking and documenting results and feedback provided<br/> - Partner with contact center Supervisors, Managers, Training Lead and QA team to drive performance and quality of service<br/> - Provide recommendations for graduation and/or termination from new hire training<br/> - Plan and coordinate internal training logistics and activities<br/> - Track virtual classroom activities<br/> - Maintain records of attendance, test results, performance issues in the classroom and in nesting, quality monitor scores and feedback in nesting. Make recommendations as appropriate<br/> - Administer up-training sessions as needed<br/> - Communicate training class progress to Training Lead as appropriate<br/> - Actively strive to develop strong working relationships with all contact center personnel<br/> - Lead activities to ensure smooth operations of the training process<br/> - Work hours on-site that support operational and training needs<br/> - Occasional travel to other sites may be required</p><p>Minimum Requirements </p><p>- High School diploma or equivalent required; Bachelor's degree preferred.<br/>- 3 years of leadership and/or training experience required.<br/>- May have additional training or education in area of specialization.</p><p><strong>Education and Essential Qualifications </strong></p><p>- Bachelor's degree or appropriate combination of education and three (3) to five (5) years of customer service, leadership, and training experience required. </p><p>- Two (2) years of progressively responsible production/call center experience preferred. </p><p>- Experience with delivery of classroom training or other formal presentations, experience with online (virtual classroom) delivery preferred. </p><p>- High level of initiative and enthusiasm about training and employee development. </p><p>- Ability to effectively communicate with multiple levels within the organization by phone, in person, or through written correspondence. </p><p>- Professional demeanor and attitude. </p><p>- Project management, leadership, problem solving and organizational skills desired. </p><p>- Facilitation, presentation and public speaking skills. </p><p>- Adapts well to frequent change. </p><p>- Ability to work independently. </p><p>- PC Proficiency, especially MS products (Word, Excel, Project, PowerPoint, & Access). </p><p>- Strong MS Office skills and experience. </p><p>- This position requires all work to be performed within the Continental US. </p><p><strong>Home Office Requirements: </strong></p><p>- Must provide your own device/equipment: Computer or Laptop required. </p><p>- Windows or Mac (Tablets, iPads, and Chromebooks are not permitted.) </p><p>- OS for Windows - Windows 10 or Windows 11 </p><p>- OS for Mac - Big Sur (11.0.1+); Catalina (10.15); Monterey (12.3) </p><p>- Head set with microphone and monitor required. </p><p>- Hardwired internet (ethernet) connection. </p><p>- Required Internet speeds - Minimum download 25mbps or higher and minimum upload speed 10mbps or higher (you can test this by going to [1] www.speedtest.net). </p><p>- Private work area and adequate power source. </p><p>- Must have a Smartphone which will be required to log into Maximus systems </p><p>- Video calls may be requested on occasion. Proper background and attire is required. </p><p>EEO Statement <br/><br/> Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. </p><p>Pay Transparency <br/><br/> For positions on this contract, Maximus will pay the prevailing wage rate for the location in which the employee is working, as determined by the Department of Labor. That wage rate will vary depending on locality. An applicant's salary history will not be used in determining compensation. </p><p><strong>Accommodations</strong><br/>Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at <strong>applicantaccom@maximus.com</strong>. </p><p>Minimum Salary <br/><br/> $ </p><p>20.01 </p><p>Maximum Salary <br/><br/> $ </p><p>36.32 </p><p/><ul><li/></ul><img alt=" " height="1" src="https://ars2.equest.com/?response_id=17c156234030773eae939869e3325488&view" width="1"/>

MAXIMUS provides business services to help governments operate health and human services programs, mostly at the state and national levels. The company's health services segment offers outsourced program management and administrative services,

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Client Services Representative - Part Time GFI-Team Ikigai

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