Job Details

Job Description

Roles & Responsibilities

  • Manage and organize client portfolios, ensuring all documentation is accurate and up-to-date for seamless account management.
  • Process and track new account applications, performing initial due diligence and liaising with underwriters for swift approvals.
  • Serve as a primary point of contact for client inquiries, resolving issues promptly and professionally to foster strong relationships.
  • Assist account executives in preparing proposals, presentations, and renewal documents, ensuring all client needs are met.

Desired Candidate Profile

  • Possess a High School Diploma or equivalent; an Associate's or Bachelor's degree in Business or a related field is advantageous.

  • Demonstrate 3 + years of experience in an administrative or customer service role, preferably within the financial or insurance industry.

  • Proficient in using CRM software and Microsoft Office Suite (Word, Excel, Outlook) for daily tasks and reporting.

  • Exhibit excellent communication and interpersonal skills, enabling effective interaction with clients and colleagues.

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