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Client Account Manager

MPI Unlimited
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As a Client Account Manager, your pivotal role will involve driving exceptional customer service and fostering strong client connections. You will collaborate seamlessly with agents and underwriters to ensure accurate and timely underwriting processes, setting the stage for success.


What Makes Joining the MPI® Family the Right Move for You?


Mission

To serve the needs of hard-working individuals striving to achieve financial security and freedom through education and our innovative, personalized strategy that sets us apart.


Vision

Empowering individuals with personalized financial solutions that align with their values and aspirations, enabling them to achieve lasting financial freedom and peace of mind.


At the heart of our company are core values that guide everything we do.  We lead with knowledge, believing that education unlocks better financial decisions. We act with integrity, ensuring every choice is made with honesty and care. We thrive on collaboration, knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can-do attitude to every situation, facing obstacles with creativity and determination. Above all, we’re fueled by a passion to serve by delivering exceptional service through honest communication and a genuine commitment to the people we support. 
 

**Please Note: Accountability and measurable results are core to our company. High standards and feedback are part of our environment.


Learn more about our unique strategy:
-Read Everybody Ends Up Poor: https://compoundinterest.com/mpi-books/
-Read The Lost Science of Compound Interest: https://compoundinterest.com/mpi-books/

-Watch: https://compoundinterest.com/mpi-presentation/


At MPI® Unlimited we offer a wide range of health, and financial benefits including Medical, Dental and Vision, Match Plan, Vacation Bonus as well as PTO, and paid Holidays. Pay Range: $20-$22/hr. Full Time Position that requires onsite presence.


Do you have the following skills to excel in this role?:

  • Strong analytical and critical thinking abilities.
  • Excellent communication skills, both written and verbal.
  • Strong attention to detail and ability to maintain data integrity. 
  • Strong multitasking abilities and excellent time management skills.
  • Ability to work independently and as a team player.
  • Self-motivated with a positive proactive approach to problem-solving.
  • Ability to maintain confidentiality and handle sensitive information securely.
  • Proficiency in Google Workspace and other relevant software. 
     

To be successful in this role:

  • Efficiently communicate with clients, brokers, insurance carriers and licensed producers to provide/obtain client updates, address inquiries and resolve any issues through professional communication channels, including email, text, and phone calls.
  • Oversee a portfolio of clients by acting as a point of contact to address inquiries, provide comprehensive application/policy updates and resolve issues while fostering strong client relationships and maintaining a high level of client confidentiality.  
  • Provide in-depth analysis of individual client policies and develop solutions for implementing MPI® financial strategies.
  • Provide administrative support by processing life insurance applications, Replacement of Existing Life Insurance Contracts and Policy Conservation Opportunities (PCO's) ensuring completeness and accuracy as well as collaborate with brokers & insurance carriers to gather additional information and necessary documents for the underwriting process. 
  • Identify potential clients that are eligible for loans and PCO's that may need to be processed and work with brokers & insurance carriers to ensure accurate and timely processes.
  • Maintain data integrity by entering and updating client account information and underwriting updates in the CRM and ensuring proper documentation is filed in accordance with client records retention policy & state and federal regulations.
  • Generate reporting for department/executive management, providing insights for data-driven decision-making as well as collaborating with team members to identify opportunities for enhancing operational efficiency and propose innovative solutions.
  • Assist in special projects and/or other duties as assigned by management