Financial Services Customer Advocate
1 week ago
We are seeking a skilled and customer-focused individual to join our team as an Insurance Career Development Associate. In this role, you will manage client accounts, update information in our database, and coordinate with underwriters to ensure timely policy issuance.
Key Responsibilities
Your key responsibilities will include:
- Managing client accounts and updating information in our database
- Assisting clients with policy changes and inquiries
- Processing insurance claims and following up with clients on claim status
- Coordinating with underwriters to ensure timely policy issuance
Estimated Salary
The estimated annual salary for this position is $68,000-$78,000 based on industry standards and location.
Benefits and Perks
We offer a comprehensive benefits package that includes:
- Licensing paid by agency
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
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