Account Manager

Job Description Client Services Manager- Galleria Area

• Provide assistance to our organization’s clients and prospects.

• Receive calls and emails from clients and advisors and will regularly contact clients through electronic, written, and verbal means.

• Discuss the client’s life insurance portfolio, answer questions and provide paperwork and documentation for any requested changes.

• Obtain current and accurate policy information by way of carrier website or via verbal or email communication with the carrier.

• Developing strong relationships with carrier personnel is expected and encouraged.

• Handle client complaints and provide resolutions.

• Proficient in Microsoft Office Suite programs, especially Excel, Word and PowerPoint

• Prior experience with an insurance carrier

• Experience with CRM system such as SmartOffice or Salesforce

• Adept at research practices

• Strong communication skills

• Good mathematical skills

• Critical and analytical thinker

• Ability to work with sensitive and confidential data

Requirements:

• Bachelor’s degree in risk management or finance-related field
• FINRA Series 6 and 63 securities licensed (strongly preferred)
• Insurance experience (Life)

Base salary 65k-70k plus Benefits.
If you are interested please send your resume toDetails Location
Atlanta GADate Posted
11/12/2019

Staff Financial Group