# Client Service Specialist

> The SKG Team at Barnum Financial Group · Elmsford, United States · Full-time · Posted 2026-10-06

**Salary:** USD 65,000–65,000

**Workplace:** on_site

**Department:** Client Service Associate

## Description

We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!

**Responsibilities will initially include:**

-   Preparing life, disability, and long-term care insurance quotes for clients
-   Work with our firm’s resources to delegate such work and then proofread and verify for accuracy
-   Phone conversations with clients to intake information, and then completing electronic applications and sending for signature
-   Work with clients and paramedical vendors to schedule health exams
-   Prepare presentations for client meetings
-   Utilize Salesforce to track opportunities, relationships and activity
-   Manage “mill”, cases in underwriting, in salesforce, adjusting time-frame expectations, interfacing with back office and insurance companies for updates, updating clients as to status.

**We are looking for an individual with the following traits:**

-   Outgoing, comfortable on the phone (no cold calling)
-   Strong customer service skills
-   Energetic
-   Organized
-   Experienced in life insurance and salesforce
-   Process driven
-   Detail oriented
-   Efficient
-   Enjoys being a part of a team
-   Able to multi-task
-   Comfortable with strict deadlines and varying workload

## Requirements

This is a challenging role perfect for those passionate about helping people, hitting team goals, working hard, and being part of a growing organization. This individual understands the important and impact that proper protection planning makes for the families that trust us. This individual loves to be part of a team, have fun and contribute their ideas. This individual is ambitious and looking to grow as a member of the team for many years to come. As the role is mastered there is an opportunity for substantial income growth and other flexibility.

-   Bachelor’s degree preferred; associate degree required
-   Experience in Microsoft Office required (Excel/Word/Outlook)
-   Life & Health license strongly encouraged
-   Salesforce CRM experience ideal

## Benefits

**Salary:** $65,000 plus performance bonus- Up to 20% total bonus potential.

-   401(k)
-   Dental insurance
-   Health insurance
-   Paid time off
-   Vision insurance

## Apply

[Apply at The SKG Team at Barnum Financial Group](https://apply.workable.com/barnum-skg/j/8070FB5D3B/apply)

---
Powered by [Workable](https://www.workable.com)