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Life Insurance Application Specialist

2 months ago

Toms River, New Jersey, United States Jalinski Advisory Group, Inc Full time
Career Opportunity in the Life Insurance Sector

Jalinski Advisory Group, Inc. is on the lookout for a dedicated, detail-oriented, and efficient individual to become part of our dynamic team. The role encompasses a variety of tasks related to the processing of life insurance, disability, and long-term care policies.

  • Support Agents: Collaborate with agents by collecting client data, managing documentation, processing submissions, and providing account services.
  • Effective Communication: Engage with clients through various channels including phone, email, and traditional mail, as well as through digital platforms.
  • Technical Proficiency: A strong command of RedTail CRM, Microsoft Office Suite, and insurance illustration tools is essential.
  • Industry Experience: Previous involvement in the life insurance field is required; holding an insurance license is advantageous.
  • Compensation: Salary is flexible and will be determined based on relevant experience, with partial benefits included.