Job Description
Join a rewarding role as a Life Insurance Support Associate, focused on enhancing client interactions. Address inquiries, facilitate application updates, and collaborate with the sales team.
As an integral part of the life insurance team, you'll respond to client questions and resolve issues during the underwriting phase. This position also involves preparing quotes, ensuring CRM records are accurate, and reaching out for policy renewals. Your analytical skills will be key in extracting trends that drive better client outcomes.
Key Responsibilities:
• Engage with clients to resolve insurance inquiries
• Process applications and prepare quotes for sales team
• Update and maintain comprehensive client records
• Contact clients regarding renewal offers
• Analyze client data to discover actionable insights
Requirements:
• Education in Business Administration or Finance preferred
• Actively working towards an Insurance License
• Experience in the insurance s...
As an integral part of the life insurance team, you'll respond to client questions and resolve issues during the underwriting phase. This position also involves preparing quotes, ensuring CRM records are accurate, and reaching out for policy renewals. Your analytical skills will be key in extracting trends that drive better client outcomes.
Key Responsibilities:
• Engage with clients to resolve insurance inquiries
• Process applications and prepare quotes for sales team
• Update and maintain comprehensive client records
• Contact clients regarding renewal offers
• Analyze client data to discover actionable insights
Requirements:
• Education in Business Administration or Finance preferred
• Actively working towards an Insurance License
• Experience in the insurance s...