Client Services Representative
2 months ago
$45000–$50000 yearly
Full-time
Paramus
We are an InsureTech/FinTech Insurance and Investment Brokerage Firm (serving Physicians) seeking a full-time Client Services Representative; Also doing business as Axiom Financial Services, LLC. Responsibilities
Provide support to licensed supervisors and other members
Prepare, revise and review life and disability insurance quotes and applications as needed
Provide prompt, accurate and friendly customer service. Service may include responding to inquiries regarding application status and issues relating to disability and life insurance underwriting. Will be required to answering office phone calls and make outgoing calls to Cleints.
Ability to navigate insurance company portals and websites.
Manage policy data files and documents as received by outside parties and customers
Support securities business as needed Requirements
Basic administrative skills
Detail oriented with exceptional organizational skills
Excellent written and verbal communication skills
Knowledge of life and disability products (preferred, not required)
Computer savvy; Proficient in software such as Excel and Word
Strong attention to details, problem solving and critical thinking skills
Self-motivated; Demonstrate initiative and able to anticipate issues, provide solutions, employ self motivated
