Job Description Interested in the Financial Services Industry?
Looking for a position where your contributions will make a real impact?
Would you like to work with a progressive, exciting, boutique Los Angeles-based company?
The Client Service & New Accounts Associate provides administrative support to and coordinates with our advisors to facilitate the purchase and service of life, disability, long-term care insurance and annuities.
The ideal candidate has the skills and experience to represent Framework as the premier insurance provider in Los Angeles by establishing positive working relationships and ensuring the highest standards of professional service.
Position responsibilities include, but are not limited to : Collect and maintain database of client’ personal profile information and existing coverage Prepare application forms for clients, validate and submit completed applications to carriers Order and track attending physician statements, medical exams and inspection reports Track status, delivery requirements, prepare policy documents Accurately and efficiently complete inbound client service requests Proactively provide advisors and team members with administrative reports for conversions, policy anniversaries, performance analysis and other projects as assigned.
Required A minimum of 3 Years’ experience in life insurance industry sales or service Highly organized with high attention to detail Excellent verbal and written communication skills, personable and engaging Ability to deal with sensitive and highly confidential data Ability to prioritize and accomplish multiple tasks efficiently Capable of working independently as well as positively contributing to a team of professionals Experience with PC’s in a Windows environment, proficient in Excel, Word, PowerPoint Tech savvy, comfortable learning software such as DocuSign, SmartOffice CRM, File Sharing platform and more Currently our team is working remotely from home.
This position will become partially remote, with some days in the office each week in the future.
TO BE CONSIDERED FOR THIS POSITION: Candidates must submit a resume along with a cover letter as to why they believe this position would be suitable to them.(p(by Jobble(/p(