Client Service Representative

Thompson Financial Group, a full-service financial firm offering Estate Planning, Investments, Insurance, and Payroll Processing is growing! In existence since 1962, our firm has locations in both Presque Isle and Bangor, Maine. In order to assist with us in our growth we are looking to hire a Client Service Representative at our Presque Isle office. Are you detail oriented, enjoy teamwork, but can also work independently to self-manage responsibilities to completion on your own? If so, we look forward to meeting you!

Job Description

The Client Service Representative assists agents within the office with the processing Life/Disability Insurance and Investment applications for clients. They coordinate with other operation team members within the office and will work directly with clients as well.

Job Responsibilities

  • Processing Insurance and Investment applications
  • Processing Insurance policy and Investment account changes
  • Responsible for providing service to Business retirement accounts and their participants
  • Responsible for keeping producers compliant in the areas of licensing, company appointments, and continuing education
  • Updating our client database (or CRM) with accurate information
  • Communicating with other team members on status of projects

Preferred Qualifications

  • Client confidentiality is a must
  • 2yr College degree, business, or professional training
  • Customer Service experience (minimum 2 years), Strong communication skills, both written and verbal
  • Detail oriented
  • Excellent organizational skills
  • Reliable and responsible
  • Upbeat, positive attitude
  • Multi-tasking skills
  • Professional work ethic and demeanor
  • Works independently in a deadline-driven manner with a willingness to take on new projects as needed
  • Must have computer skills
  • Must be able to adapt to changes.


  • Full-Time (40hr week)
  • Retirement
  • Life Insurance
  • Long Term Disability Insurance
  • Dental Insurance
  • Paid Vacation and Sick Time
  • 10 Paid Holidays

To apply, send your resume and cover letter to [email protected]

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