Essential Duties and Responsibilities:
- Process all contracts and positive endorsements within established service guidelines.
- Conduct appropriate follow up with brokers via outbound calling and email to confirm information when required.
- Coordinate with Inside Sales team regarding any relationship issues with our broker
- Provide support and act as back up for the Client Service Specialists, taking inbound calls when volumes dictate
- Other job related duties as assigned
Knowledge/ Skills/ Abilities Required:
- Display strong attention to detail, organized and have good abstract reasoning skills
- Must have exceptional written and verbal communication skills
- Strong organizational and prioritization skills
- Be self motivated and proactive
- Possess an energetic and enthusiastic approach to your work and a desire to go the extra mile in client service
- Be a strong team player, able to build relationships with team members and internal and external clients
- Display strong attention to detail, organized and have good abstract reasoning skills
- Demonstrate a flexible attitude towards change and the ability to adapt to new situations
- Knowledge of Outlook, Excel and MS Word
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Traning/ Education/ Experience Qualifications:(Include licenses and certifications)
- College Diploma and/or 1-3 years work experience in the financial services industry ideally within the Insurance Industry.
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