Department: Investments and Life Insurance
Reports To: Manager of Investments and Life Insurance
Summary:
We are seeking a highly organized and detail-oriented Processing and Client Service Specialist to join our Investments and Life Insurance team. Reporting to the Manager of Investments and Life Insurance, you will play a pivotal role in ensuring efficient processing of various tasks related to applications, transactions, and client inquiries. Your primary responsibility will be to act as a liaison between advisors, assistants, and insurance carriers, ensuring clear and effective communication. The ideal candidate should be service-oriented, possess excellent time management skills, and have a proven background in the insurance/financial services industry.
Responsibilities:
Processing:
Client Service:
Administration:
Qualifications:
If you are a self-motivated individual with a passion for providing top-notch customer service and enjoy working in a dynamic team environment, we encourage you to apply for this exciting opportunity. Join our Investments and Life Insurance team and make a meaningful impact on our clients’ financial well-being.
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