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Job Description
- Req#: R4683
Employer Industry: Insurance Services
Why consider this job opportunity:
- Comprehensive benefits package including PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance
- Opportunity for career advancement and growth within the organization
- Collaborative work environment with a focus on teamwork and support
- Chance to directly impact client satisfaction and experience
- Engaging role assisting Insurance Strategists in achieving revenue goals
What to Expect (Job Responsibilities):
- Interface with Private and Financial Advisors to assist with insurance process inquiries
- Support the policy review process by requesting necessary documents and producing final presentations
- Communicate with clients and assist in the placement of life, disability, and long-term care products
- Provide educational materials to advisors and clients, and produce client presentations
- Assist during the new business and underwriting process, including providing illustration support
What is Required (Qualifications):
- Effective interpersonal and written communication skills
- Ability to provide an exceptional client experience to both internal and external clients
- Strong time management skills and ability to work independently as well as in a team
- Four-year college degree in business or equivalent education
- Two years of work experience in the life insurance industry
How to Stand Out (Preferred Qualifications):
- NASD Series 6 and 63 and Life and LTC licensing
- Experience with database management systems
- Intermediate level skill in Microsoft Word, Excel, and PowerPoint
#InsuranceServices #ClientExperience #CareerGrowth #ComprehensiveBenefits #Teamwork
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