Summary

Job Context

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Job Responsibilities

Maintain client files utilizing PaperClip Electronic Filing Systems.

Maintain and Update client information contained in the CRM (SmartOffice).

Prepare and submit new account paperwork and applications

Follow up on underwriting and outstanding requirements

Run inforce illustrations and create spreadsheets as needed

Being coachable and collaborative.

Motivated by results and finding solutions by taking the initiative and exceeding client expectations.

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Experience Requirements

• 1 - 2 years

Educational Requirements

• Bachelor/Honors

Skills

• Demonstrated outstanding customer service and communication skills Professional phone demeanor; prior prospecting and/or customer service experience Excellent organizational skills Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement Project a customer service mentality with a high level of professionalism at all times Ability to work independently in a collaborative team environment and meet deadlines

Age

• 24 - 40 Age

Additional Requirements

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Compensation & Other Benefits

• - Mobile Bill , Tour , Holidays , Performance Bonus
• - Salary Review: Half Yearly

Work place

• Work At Office

Employment Status

• Full Time

Gender

• Male

Job Location

• United States