Current jobs related to Insurance Licensed Client Service Administrator - Madison - Thrivent Financial
-
Madison, United States Michelle Wenzel Allstate Insurance Full timeJob DescriptionJob DescriptionJoin Michelle Wenzel Allstate Insurance, a reputable insurance agency deeply rooted in Madison, Wisconsin. Our committed team values excellence and strives to provide top-tier service to each of our valued clients. As our new Licensed Insurance Customer Service Representative, you will play a key role in ensuring our clients...
-
Licensed Insurance Sales
7 days ago
Madison Heights, United States Doug Ware Insurance Agency Full time $25 - $30Job DescriptionJob DescriptionJoin Doug Ware Insurance Agency, an established insurance agency located in Madison Heights, Michigan. We take pride in providing top-notch insurance services to our community, offering personalized solutions and excellent customer service to all our clients. As a team member, you will be a vital part of our commitment to...
-
Insurance Customer Service Specialist
1 week ago
Madison, Wisconsin, United States Michelle Wenzel Allstate Insurance Full timeJob OverviewAt Michelle Wenzel Allstate Insurance, we are a distinguished insurance agency dedicated to delivering exceptional service to our clients. As a **Licensed Insurance Customer Service Representative**, you will be instrumental in providing tailored support and guidance to our valued customers.We pride ourselves on fostering a collaborative and...
-
Insurance Customer Service Specialist
4 days ago
Madison, Wisconsin, United States Michelle Wenzel Allstate Insurance Full timeJob OverviewAt Michelle Wenzel Allstate Insurance, we pride ourselves on delivering exceptional service to our clients. As a Licensed Insurance Customer Service Representative, you will be instrumental in providing personalized assistance and support to our valued customers.What We OfferCompetitive Hourly Salary with Commission and Bonus PotentialGenerous...
-
Brokerage Client Specialist
2 weeks ago
Madison, United States M3 Insurance Full timeThe Opportunity As a Brokerage Client Specialist, you'll be instrumental in bolstering our sales and client management endeavors. Your role is pivotal, focusing on policy accuracy and nurturing robust client relations through timely service and adept Client Specialist, Brokerage, Broker, Specialist, Benefits, Client Relations, Administrative
-
Insurance Customer Service Specialist
1 week ago
Madison Heights, Michigan, United States Doug Ware Insurance Agency Full timeJob OverviewDoug Ware Insurance Agency is a reputable insurance provider committed to delivering exceptional service to our clients. We prioritize building strong connections within the community and ensuring our clients receive the support they need.As an entry-level insurance representative, you will play a vital role in enhancing the lives of our clients....
-
Insurance Customer Service Specialist
1 week ago
Madison Heights, Michigan, United States Doug Ware Insurance Agency Full timeJob OverviewDoug Ware Insurance Agency is a reputable firm committed to delivering exceptional service to clients. We prioritize building strong connections within the community and ensuring our clients receive the utmost care and attention.As a starting insurance representative, you will play a crucial role in enhancing the lives of our clients. Your...
-
Client Service Associate
1 week ago
Madison, United States Stifel Financial Full timeDescription Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...
-
Client Service Account Executive
3 weeks ago
Madison, United States State Collection Service Full timeDescription The GREAT STATE TEAM is seeking a Remote Client Services Account Executive to join our fast-growing team! As a Client Services Account Executive you would be the primary day-to-day liaison between the company and its clients, handling information requests, issues, and other client-related tasks. The Client Services Account Executive helps to...
-
Insurance Forms Coordinator
4 days ago
Madison, Wisconsin, United States Homesite Insurance Full timeForms Analyst Position at Homesite InsuranceThe Forms Analyst at Homesite Insurance will play a crucial role in the creation and enhancement of forms that adhere to state insurance regulations while fulfilling the needs of the Personal Lines Property sector. Reporting directly to the Senior Manager of Policy Forms, this position encompasses essential...
-
Insurance Customer Care Specialist
1 week ago
Madison, Wisconsin, United States Michelle Wenzel Allstate Insurance Full timeJob OverviewAt Michelle Wenzel Allstate Insurance, we are dedicated to delivering exceptional service to our clients. As a Licensed Insurance Customer Service Representative, you will be instrumental in providing personalized support and guidance to our valued customers.We pride ourselves on fostering a collaborative and welcoming environment where every...
-
Licensed Insurance Agent
1 month ago
Madison, United States The Prugar Agency Full timeJob DescriptionJob DescriptionIF YOU ARE A LICENSED INSURANCE AGENT OR LOOKING TO MAKE A CAREER CHANGE, WE NEED TO TALK! SCHEDULE YOUR INTERVIEW IMMEDIATELY.We're seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values. We're not...
-
Client Service Representative
1 day ago
Madison, New Jersey, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesClient Relationship Management: Develop and...
-
Insurance Account Executive
4 days ago
Madison, Wisconsin, United States First MainStreet Insurance, L.C. Full timePOSITION TITLE: Account ManagerREPORTS TO: Operations DepartmentCLASSIFICATION: Exempt EEO CLASSIFICATION: ProfessionalsPOSITION SUMMARY:The Account Manager plays a crucial role in fostering and maintaining relationships with our esteemed clients by addressing their insurance protection requirements. This position involves overseeing a portfolio of accounts,...
-
Client Relationship Manager
4 days ago
Madison, Wisconsin, United States First MainStreet Insurance, L.C. Full timePOSITION TITLE: Account ManagerREPORTS TO: Operations DepartmentCLASSIFICATION: Exempt EEO CLASSIFICATION: ProfessionalsPOSITION SUMMARY:The Account Manager plays a crucial role in fostering and sustaining relationships with our esteemed clients by addressing their insurance protection requirements. This position involves overseeing a portfolio of accounts,...
-
Insurance Operations Coordinator
1 week ago
Madison, Wisconsin, United States Rural Mutual Insurance Full timeJob OverviewWe are looking for a detail-oriented and experienced Insurance Operations Coordinator to become a vital part of our dedicated team. This essential position focuses on ensuring the precision and effectiveness of our insurance policy management and billing processes. As an Insurance Operations Coordinator, your primary responsibilities will include...
-
Client Services
2 months ago
Madison Heights, United States Supreme Life Services Full timeJob DescriptionJob DescriptionWe are looking for a licensed or to be licensed life insurance agent to join our team. The life insurance agent is responsible for providing advice, conducting intermediary services between the client and the insurance company, and selling life policies that payout when the life insured person dies.To be a successful life...
-
Client Services
5 months ago
Madison Heights, United States Supreme Life Services Full timeJob DescriptionJob DescriptionWe are looking for a licensed or to be licensed life insurance agent to join our team. The life insurance agent is responsible for providing advice, conducting intermediary services between the client and the insurance company, and selling life policies that payout when the life insured person dies.To be a successful life...
-
Insurance Sales Specialist
2 months ago
Madison, United States Daniel Piazza Agency - American Family Insurance Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompetitive salaryFlexible scheduleOpportunity for advancementPaid time offTraining & developmentExciting Opportunity: Join Us as an Insurance Sales Specialist!Are you ready to embark on a fulfilling journey that combines your passion for sales with your dedication to outstanding...
-
Insurance Sales Specialist
3 months ago
Madison, United States Daniel Piazza Agency - American Family Insurance Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompetitive salaryFlexible scheduleOpportunity for advancementPaid time offTraining & developmentExciting Opportunity: Join Us as an Insurance Sales Specialist!Are you ready to embark on a fulfilling journey that combines your passion for sales with your dedication to outstanding...
Insurance Licensed Client Service Administrator
2 months ago
Summary
This position provides insurance licensed administrative support to Apex Financial Group.
This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned.
The Insurance Licensed Client Services Representative reports to and is employed by Psalm 121 LLC.
To be considered for this position you must reside in the northern WI area. This is a remote position. Compensation for this position is $20-21/hr dependent upon licensing and experience.
Position includes (after sixty-day probationary period):
80 hours of PTO
9 paid holidays plus 2 floating holidays
401K with a 3% non-elective
Job Description
Position Roles/Responsibilities/Accountabilities
Handles incoming telephone calls to Apex Financial Group and responds to requests for information
Researches inquiries regarding member/customer accounts
Provides fund values and answers other fixed insurance and fixed annuity related questions
Performs routine administrative duties
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice’s Financial Advisors
Updates the contact management system with customer/member contact and preference information
Assists Financial Advisors in the preparation for and follow up from customer/member meetings
Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes
Case prep, new account support, and account maintenance
Explains, discusses or interprets fixed insurance or fixed annuity contracts
Communicates with customer whether requested coverage is or will be bound or issued
Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
Additional responsibilities may be assigned in accordance with licensure and business needs
Position Qualifications
Previous administrative/secretarial experience desired
Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing
Demonstrated customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of Apex Financial Group, our products and services, and Thrivent Financial
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the Apex Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Apex Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
#J-18808-Ljbffr
