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HireLevel
https://www.hirelevel.com/
https://www.hirelevel.com/
USD
18
20.
HOUR
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Client Care Specialist
Posted: 02/07/26
2026-02-07
2026-03-09
Industry: Administrative Assistant
Job Number: 133330
Pay Rate: $18 - $20/hr.
Job Description
HireLevel is hiring a Client Care Specialist in O’Fallon, IL.
The New Business / Client Care Specialist supports the daily processing, entry, and follow-up of financial and estate planning-related sales submissions. This role plays a key part in ensuring applications are submitted accurately, tracked diligently, and moved forward efficiently.
As an organization committed to excellence, long-term planning, and best-in-class tools, our client supports estate planners, families, and individuals by helping deliver strategies that work in harmony with their financial and legacy goals.
Job Type: Contract to Hire
Schedule: Monday - Friday | 8a - 5p or 8:30a - 5:30p
Pay Range: $18 - $20/hr.
Location: O’Fallon, IL
Key Responsibilities of Client Care Specialist:
Daily Case Management & Follow-Up
- Review and respond to emails and voicemail messages daily
- Manage the Daily Pending Report for submitted sales
- Log into FRA VBO (Virtual Back Office) to access reports and pending follow-up cases
- Review pending cases to determine required next steps and follow-up actions
- Monitor pending AUM cases using carrier platforms (e.g., Allianz, LSW, VEO One)
- Identify outstanding requirements and documentation needed to move cases forward
- Ensure applications are IGO (In Good Order) prior to submission
- Communicate with carriers and internal partners to resolve outstanding issues
- Document all case activity, updates, and action steps within the VBO Case Message Log
- Monitor email responses and carrier updates related to pending cases
- Update pending follow-up dates according to established guidelines
Sales Entry Responsibilities
- Review existing client records prior to entering new sales to avoid duplicate policies
- Search client profiles in VBO using client last name and identifiers
- Accurately enter sales data and supporting documentation into the VBO system
- Ensure submissions meet internal standards and carrier requirements
Requirements of Client Care Specialist:
Required Skills & Qualifications
- Strong attention to detail and accuracy
- Ability to manage multiple cases and priorities simultaneously
- Excellent organizational and follow-up skills
- Clear written and verbal communication abilities
- Comfort working with confidential financial and estate-related information
- Proficiency with data entry systems and online platforms
Preferred Experience
- Experience in financial services, insurance, estate planning, or back-office sales support
- Familiarity with virtual back-office systems (VBO or similar)
- Experience navigating carrier websites and managing pending cases
Who is HireLevel?
HireLevel is not just your average HR solutions company; we're the wizards of recruitment, payroll, and all things HR. Whether you're looking for a temp to hire, aiming for direct hire, or want to explore your options, we've got the path for your career success!
At HireLevel, we’re dedicated to supporting our employees’ well-being and work-life balance. We offer a comprehensive benefits package, including health insurance options and paid time off, to ensure you have the resources you need to thrive both personally and professionally.
Join our team and experience a workplace that values your growth, health, and future! Apply now at https://jobs.hirelevel.com/.
HireLevel is an equal opportunity employer.