Exceptional Client Service Representative - Alton - beBeeClientManagement

Job title: Client Advisor

Description

Insurance Advisor Job Summary

This role is for someone with exceptional organizational skills and the ability to build strong relationships who wants to become a licensed broker within 6 months.

Key Responsibilities:

• Process new insurance applications and policy modifications through our partner portals.


• Compile electronic application packages for brokers.
  
• Document all client activity in our Broker Management System.
  

The ideal candidate will have minimum one year experience working as a Registered Insurance Broker, post-secondary education related to the industry, and proficiency in Office 365.

    < li > Integrity & Attitude: Your word is impeccable, you conduct yourself in line with company values. ”/li>