Job description
$75,000+ at Plan
Responsibilities:- Deliver an optimal level of customer service in accordance with company policy when corresponding with existing and prospective clients
- Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
- Modify, update, and process insurance policies by working directly with insurance agents, team members, and policyholders
- Conduct data entry and recordkeeping to ensure accurate maintenance of client information
- Knowledge of insurance policies, carriers, and processing considered a plus
- Customer service experience is beneficial; strong analytical and communications skills necessary
Our passion is serving - clients & our teammates! Our industry is Life Insurance. We have a simple two-part mission. First, we help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance companies to provide our team with a portfolio of products they can be proud to offer their clients. We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.
Second, we are building a world-class team that desires to own their own business either part-time or full-time. We share our proven platform that sky-rockets their business toward their own defined financial freedom.
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