Service Specialist ManagerDPL Financial Partners • Louisville, Kentucky, USA
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Service Specialist Manager
DPL Financial Partners • Louisville, Kentucky, USA
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelors Degree from an accredited college or university. Experience in the insurance sector or with RIAs with a focus in Operations Processing or Customer Service preferred. Proficient in Microsoft Office Microsoft Word Excel and Power Point required. Prior experience with Salesforce and e-application platforms (e.g. Firelight) preferred. Analytical Able to understand complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures. Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision. Oral / Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; engages and works with consultants on open cases; participates in meetings. Confidentiality Able to keep all sensitive and private information confidential and always employ discretion and professionalism. Planning / Organizing - Prioritizes and plans work activities; ability to multi-task; manages time efficiently; proactive in problem solving; sets goals and objectives; maintains confidentiality and quality assurance. Quality - Able to perform repetitive tasks and maintain speed of work accuracy and attention to detail without loss of productivity Team player with excellent communication skills. Flexible - Must be able to work in a dynamic fast-paced environment and able to adapt to frequent change.
Work Location : On Site Louisville KY
Employment Type : Full Time
Reports to : Director of Operations and Application Services
Job Purpose : The Service Specialist Manager role should be a dynamic highly motivated individual with a strong financial services this role you facilitate the Support Staff to provide an excellent experience to our member firms and assist in providing timely resolution to post-issue service requests.
Essential Duties and Responsibilities :
- Oversee and assign service requests to support staff
- Serve as subject matter expert for all service requests
- Develop and maintain informational reference resources to be used by support staff and external partners to quickly and accurately resolve service requests
- Meet regularly with support staff to develop skill sets and evaluate individual competency and ability to meet established goals and targets
- Assist advisors with pre and post service requests
- Correspond daily with clients and advisors by email or phone
- Proactively reviews new business service processes and offers suggestions for improvements and coordinates with appropriate parties to create positive change.
Qualifications :
Physical Demands and Working Conditions :
While performing the duties of this Job the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and / or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Experience :
Manager
Key Skills
Restaurant Experience,Kitchen Experience,Dealership Experience,Food Safety Experience,Management Experience,Auto Service Management,Maintenance,Operations Management,Cash Handling,Leadership Experience,Supervising Experience,Automotive Service
Experience : years
Vacancy : 1
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