Join a dynamic team as an Estate Insurance Associate dedicated to exceptional service and sales. Utilize your expertise to build trust and enhance the client experience.
This role focuses on delivering outstanding customer service while supporting sales efforts and maintaining a strong book of business. Your knowledge of life insurance and estate principles is key to analyzing client needs and ensuring satisfaction. Collaborate with various stakeholders to achieve business goals effectively.
Key Responsibilities:
• Provide support for sales initiatives and results
• Ensure client needs exceed expectations
• Maintain accurate work organization and information
• Support tailored communication development
• Analyze issues and follow through on resolutions
Requirements:
• 2-3 years of experience in relevant fields
• Required Life Insurance License
• Familiarity with estate and insurance principles
• Strong problem-solving and analytical skills
• Good ...