Descripción del puesto
An experienced Life insurance Client Service professional to service our private individual clients who will be responsible for all aspects of service on In Force policies. This person must be able to extend the RFG white glove service that RFG clients are accustomed to and maintain high quality relationships with RFG’s insurance carrier partners.
RESPONSIBILITIES:
- Assist and process timely client requests such as owner or beneficiary changes; bank account updates; premium payments; collateral assignments
- Implement new policies by reviewing for accuracy, updating system, communicating with client and/or agent as necessary and preparing commission sheet for bookkeeping
- Manage all Client Service aspects including policy surrenders, loans, withdrawals; death claims; current value policy statements and summaries
- Knowledge of life insurance product landscape
- Monitor and control online on-line carrier access for clients and agents
- Update RFG CRM system throughout process
- Conduct ongoing meeting and reporting with agents to review their client’s service needs
- Work closely with other members of the RFG life department
- Assist in service of all life, disability and long-term care policies as needed
- Other duties as assigned
Requisitos
- Life Insurance client policy service minimum of 2 years required
- Highly responsive, strong communication and proactive with clients and agents
- Willing to take initiative, exhibit creative thinking and take ownership with a positive attitude
- Proficient with Microsoft products and use of web-based sites; Smart Office a plus
- Acute attention to detail with strong organizational and multi-tasking abilities to maintain deadlines
- Ability to excel in a fast moving, demanding environment
- Maintain confidentiality and compliance with HIPAA
Beneficios
Paid Health & Life Insurance
Perfect Attendance Bonus (Paid Monthly)