Financial Services Associate Manager

3 weeks ago


Atlanta, Georgia, United States Christopher Seabrook Financial Serv Full time
Job Summary

This role involves working as a Financial Services Associate Manager at Christopher Seabrook Financial Services in Atlanta, GA.

The estimated annual salary for this position is $70,000 - $90,000, considering relevant experience.

Key Duties

  • Sell Property and Casualty insurance policies to new clients
  • Offer insurance applications and supporting documents to clients for review
  • Prepare and submit insurance applications for underwriting evaluation
  • Monitor and confirm all new business processing
  • Process client payments and assist with billing inquiries
  • Work with the Home Office to address client policy adjustments
  • Comply with ongoing educational necessities

Essential Skills

  • Holding valid state insurance licenses for Property/Casualty
  • Exceptional verbal, written, and phone-based communication abilities
  • Precise and efficient worker
  • Proficient in computer software, including Microsoft tools: Outlook, Excel, Word, and Access
  • Able to effectively engage with various clients and colleagues


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