We're Looking for an experienced Senior Client Experience Specialist!
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
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About the Role:
As a Senior Client Experience Specialist youwill serve as the Experience Center’s subject matter expert, independently resolving the most complex service inquiries while providing real-time coaching and on-floor leadership to our growing Associate team.Â
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The Senior Client Experience Specialist position reports to the Manager, Experience Center Operations and is based out of our satellite office in Overland Park, Kansas.
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- Serve as the team’s subject matter expert for the most complex, high-stakes, and sensitive service inquiries across our annuity and retirement plan books of business.
- Independently manage escalated inquiries, applying deep product knowledge and comprehensive regulatory fluency (FINRA/SEC, DOL, NAIC/state).
- Act as a real-time resource for Level I and Level II Associates, providing guidance on product questions and complex inquiry handling.
- Serve as the operational point of contact for the Associate team during Manager absence or peak volume periods.
- Provide daily mentoring and on-floor coaching that drives associate development and team performance.
- Contribute to training content validation, job aids, and quality monitoring/calibration processes.
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What We’re Looking For:
- Bachelor’s degree in Business, Finance, Communications, or a related field; equivalent combination of education and experience considered.
- 6+ years of progressively responsible contact center or service operations experience; 7-10 years preferred.
- Deep, hands-on experience with annuity and/or retirement plan products, platforms, and service models, or direct equivalent experience at a comparable financial services organization.
- Comprehensive working knowledge of financial services regulatory requirements (FINRA/SEC, DOL, NAIC/state).
- Demonstrated experience informally leading, coaching, or mentoring peers in a contact center or financial services environment.
- Proficiency with call center systems (IVR, CRM, WFM, telephony) and Microsoft 365.
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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.
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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.
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Learn more about this Employer on their Career Site
