Client Service Associate

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best‑in‑class solutions.

MAGNASTAR® is the industry’s most recognized and reputable multi‑carrier private placement variable life insurance (PPLI) product—and the only multi‑carrier platform of its kind. It is a proprietary offering of M Financial and is available exclusively through M Financial Member Firms. Given the growth of MAGNASTAR® and importance of providing the highest level of service, we are seeking Client Service Associates who will be responsible for delivering accurate, timely, and courteous service to contract owners, agents, and third parties.

CSRs handle high volume email and telephone inquiries, utilizing multiple systems to research and provide accurate information. A strong understanding of life insurance and financial products—or the ability and willingness to learn quickly—is key to success in this role.

• Client Support:
  Manage and respond to high volumes of phone and email requests from contract owners, agents, and third parties; building sustainable relationships.
• Product Expertise:
  Develop a working knowledge of Private Placement Life Insurance (PPLI) and apply this expertise to accurately process requests.
• Issue Resolution:
  Identify client needs, research issues, provide accurate solutions, and escalate complex problems to the appropriate levels.
• Issue Resolution:
  Identify client needs, research issues, provide accurate solutions, and elevate complex problems to the appropriate levels.
• System Navigation:
  Utilize multiple department systems and search tools to access and manage client information.
• Documentation:
  Document client interactions and policy information with timely and accurate notes in the database.
• Team
  
  Collaboration:
  
  Work with internal teams to meet service and quality standards and to ensure data integrity and compliance.
• Process Adherence:
  Adhere to guidelines and quality standards, consistently working to meet or exceed department quality goals.

• High school diploma or GED equivalent.
• Prior experience with life insurance or financial products preferred.
• Strong analytical and problem‑solving skills.
• Excellent oral and written communication skills.
• Strong organizational skills and attention to detail.
• Team‑oriented with flexibility to thrive in a fast‑paced environment; ability to effectively collaborate with management and team members in person and remote.
• High degree of professionalism and excellent customer service skills.
• Ability to learn and adapt quickly to multiple systems and concepts.

• his position is based on‑site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely.
• Normal office environment/desk assignment.
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse.
• Extensive hands‑on work with documents, spreadsheets, and other written documents.

This position description is not intended to be and should not be construed as an all‑inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.