Client Services Specialist (Insurance Operations)

Location: Scottsdale, Arizona, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting financial advisors, agents, and clients nationwide.

What you will do

• Support the issuance and processing of fixed annuity products.
• Assist with daily workflow systems, application data entry, reporting, and operational processing.
• Test carrier and in-house technology enhancements to support a smooth client experience.
• Recommend process improvements and provide office support for New Business Organization and Agent Support.
• Manage operational communications, correspondence, package distribution, scanning, and filing.

Requirements

• 2–5 years of administrative experience; investment or insurance experience is preferred.
• Excellent customer service, accuracy, follow-up, teamwork, and communication skills.
• Typing, 10-key, and Microsoft Office proficiency.
• Sound judgment, a proactive approach, and a professional demeanor.
• Ability to work with workflow systems; Salesforce experience is a plus.

Nice to have

• Series 6, 7, 63, 65, or 66 license, or Life and Health licenses.
• Experience in an investment or insurance environment.
• Salesforce experience.

Culture & Benefits

• Full-time position in a family-like, people-first environment.
• Career development opportunities within a hyper-growth company.
• Competitive compensation and benefits for employees and their families.
• Supportive culture focused on professional growth and client service.