Financial Services Associate Manager
3 weeks ago
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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