Client Service Representative Position Available In Orange, Florida
Tallo's Job Summary: The Client Service Representative at Weiser Financial in Orlando, FL, plays a crucial role in enhancing client experience by providing exceptional service, supporting team functions, and assisting with insurance applications. This full-time position offers a salary range of $40,000 to $55,000 per year, along with benefits such as 401(k) and paid time off. Candidates must hold an active Life and Health License (2-15) and have at least 3 years of experience in life insurance, disability income insurance, and annuity application processing. The role requires strong industry knowledge, organizational skills, and the ability to work in a fast-paced environment.
Job Description
Client Service Representative Weiser Financial 301 E Pine Street, Orlando, FL 32801
POSITION SUMMARY:
The Client Service Representative enhances the client experience by providing exceptional client service, supporting team functions as needed, assisting in review and submission of life insurance, disability income insurance and annuity applications while serving as an administrative and operational support to Financial Advisors on team. DUTIES and
RESPONSIBILITIES
Perform review and submission of life insurance, disability income and annuity applications Follow up with vendors and/or producers to obtain necessary requirements/information throughout underwriting process. Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Proactively participate in firm initiatives directed by local management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Active Life and Health License (2-15) 3+ years of previous experience in Life Insurance, Disability Income Insurance and Annuity application processing required. Strong industry, product, and branch procedures knowledge Detail oriented with superior organizational skills and ability to prioritize tasks Exceptional writing, interpersonal and client service skills Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment
Job Type:
Full-time Pay:
$40,000.00 – $55,000.00 per year
Benefits:
401(k) Paid time off
Schedule:
Monday to
Friday Experience:
Life Insurance Application Processing:
3 years (Required)
License/Certification:
Florida Life and Health License (Required)
Work Location:
In person
