We're Looking for an experienced Client Experience Specialist II!

About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We’re proud to have been recognized as one of the best in the business:

Named to Ward’s 50 list of top-performing life-health insurance companies
Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

About the Role:
As an Client Experience Specialist II youwill independently manage a broad range of service inquiries — from routine account questions to complex annuity and retirement plan issues — delivering consultative, solutions-oriented support to clients, financial advisors/agents, and distribution partners.

The Client Experience Specialist II position reports to the Manager, Experience Center Operations and is based out of our satellite office in Overland Park, Kansas.

Manage a full range of inbound service inquiries from clients, financial advisors/agents, and distribution partners, including complex issues related to annuity products, retirement plan accounts, licensing, suitability, and transactions.
Deliver consultative, solutions-oriented support that reflects Security Benefit’s brand voice and service model.
Apply financial services industry knowledge and regulatory fluency to resolve inquiries accurately, escalating only when necessary.
Maintain working knowledge of annuity and retirement plan products, servicing procedures, and regulatory requirements (FINRA/SEC, DOL, NAIC/state).
Serve as a knowledgeable resource for Level I Associates and new hires on product and process questions.
Consistently achieve or exceed service-level goals (FCR, Calls Per Day, CSAT, Adherence) and quality monitoring standards.

What We’re Looking For:

Associate’s or Bachelor’s degree in Business, Finance, Communications, or a related field; equivalent combination of education and experience considered.
4-6 years of contact center or customer service experience, including 2-3 years in financial services, insurance, retirement plans, annuities, or a comparably regulated industry.
Working knowledge of applicable financial services regulatory frameworks (FINRA/SEC, DOL, NAIC/state).
Demonstrated ability to handle complex service inquiries with professionalism, accuracy, and regulatory discipline.
Working knowledge of call center service metrics (FCR, AHT, NPS, SL) and quality assurance frameworks.
Proficiency with CRM systems, telephony platforms, and Microsoft 365.

Why Choose Security Benefit?
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:

Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact?
Apply today by visiting our career page to submit your resume. We’re excited to meet you!

Security Benefit is an Equal Opportunity Employer.

Learn more about this Employer on their Career Site