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Financial Services Professional

3 months ago

Norwalk, United States National Financial Network Full time

$90,000 at plan commission

**Responsibilities**:

- Assist current policyholders during the insurance claims process while overseeing existing insurance claims
- Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
- Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
- Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions questions concerning billing and insurance policies
- Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date

**Qualifications**:

- Skilled with Microsoft Office
- Strong interpersonal and communication skills are a must
- Client service experience as a sales representative a plus
- Must have graduated high school or received GED, a Bachelor’s degree is desired

**About Company**
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries.

2020-106787 (Exp. 8/22)