Client Solutions Specialist I

The Client Service Center (CSC) is the primary support center for First Command’s clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Client Solutions Specialist I role is a general support role for our clients, employees, and field partners, primarily responding to inbound calls related to insurance products and First Command’s web portal.

This position serves as a subject matter expert on insurance products and paperwork and requires knowledge of operational functions as well as regulatory rules and reporting requirements. The CSS I assists clients and advisors in navigating Frist Command’s web portal and responding to inquiries including account servicing and product knowledge support. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. The CSS I will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement.

Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service

Demonstrate integrity and high ethical standards

Strong ability to successfully balance competing priorities in a fast-paced environment

Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner

Specific operational knowledge of insurance products and paperwork

Ability to partner and collaborate in cross-functional teams for client support and issue resolution

Strong interpersonal, communication, and time management skills

Strong analytical and problem-solving skills