Client Operations Specialist

Client Operations Specialist


        Support Team


        Edwardsville, IL

Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Edwardsville, Illinois is looking for a strong, detail orientated New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible.

We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!

Minimum Requirements: 

  • Previous experience in processing new business paperwork in a financial office preferred
  • Intermediate to advanced computer skills desired. Experience with excel required.
  • Must have Experience with Annuity applications and transfers.
  • Must have a full understanding of Tax Qualified and Non Tax Qualified Accounts
  • Experience with Brokerage and Life Insurance accounts
  • Insurance License Required


This position requires that you possess the following skills:

  • Strong organizational skills and attention to detail
  • Ability to work with important paperwork without much client interaction
  • Ability to demonstrate persistence to achieve quality
  • Excellent communication – both verbal and written
  • Self-directed initiative
  • Process driven
  • Strong follow-through



Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Complete and process all applications for business submitted by agents
  • Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
  • Submit all completed in good order applications and forms to the proper agencies.
  • Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
  • Research and analyze application issues and provide problem resolution
  • Answer agents’ requests and respond to their needs in a timely manner
  • Additional duties and responsibilities as required by management