Client Relations Coordinator role opening at TRISCEND^NP located in Flower Mound, Texas

TriscendNP is a financial services firm, that designs, implements and administers executive retirement benefit and insurance solutions for tax-exempt organizations across the country, including:

· Executive Bonus Plans

· Deferred Compensation Plans

· Split Dollar Arrangements

· Alternative Asset Classes

· Other insurance solutions

Responsibilities

The Client Relations Coordinator’s primary duties include providing support for Client Relations Account Managers through management of client meetings, coordination with life insurance carriers for policy administration, preparation of meeting materials and overall client account maintenance and tracking information on our Salesforce CRM platform. The Coordinator must have the ability to work in an atmosphere that has a high degree of confidentiality and exhibit professionalism, integrity, honesty, discretion, and sound judgment. The Coordinator is expected to participate in the development of solutions that meet the needs of our clients and build strong client relationships. The Coordinator is also expected to collaborate across multiple departments to improve client experience.

Capabilities, Experience and Attitude

· Strong written and verbal communication skills.

Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks in a fast-paced environment without loss of accuracy.
Project management, organizational and time management skills.
Knowledgeable in Microsoft Office and Adobe/PDF applications.
Salesforce experience is a plus.
3 years’ experience at a life insurance agency or carrier preferred, experience in policy services or executive benefits is a plus.
Experience in developing standard operating procedures is a plus.

Compensation

Salary is commensurate with experience. Excellent benefits including medical and dental insurance, paid vacation, profit sharing and retirement benefit plans.

Hybrid Schedule

3 days in-office, 2 days remote.

To apply for this position, interested candidates send their resume to Christina Henry at chenry@triscendnp.com

TriscendNP jobs

Client Relations Coordinator