Insurance Operations Specialist

6 days ago


Flowood, Mississippi, United States Ross & Yerger Insurance, Inc. Full time
Job Description:

The Financial Service Assistant will play a critical role in supporting our clients and ensuring the seamless operation of our account management processes.

Responsibilities:
  • Follow up on E-Signature approvals and ensure the execution of Advisory Agreements
  • Manage secure messaging and provide complex client customer service management
  • Qualify clients for annuity and insurance products
Requirements:
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Experience with client relationship management software
What We're Looking For:

We are seeking a highly motivated and organized individual who is passionate about delivering exceptional client service and contributing to the growth and success of our agency.



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