UIS Insurance & Investments is looking to add an energetic individual who is coachable and self-motivated to our growing Financial Services team. The Financial Services Commercial Account Manager’s primary job would be to promote customer service by being the most frequent point of contact with the businesses and individuals who work with the Financial Advisors.
Other job duties include:
· Complete onboarding from start to finish and complete maintenance activities for new and existing clients.
· Manage client servicing and maintenance on accounts. Utilizing multiple ways of communication effectively will help build an excellent client service experience that UIS Insurance & Investments strives for.
· Protecting client privacy and security while allowing ease of access and interaction.
At UIS Insurance & Investments, we offer a generous benefit package, which are included below:
· Medical (offered on day one), dental, and vision
· 401k with a company match
· 4 weeks of paid time off
· 4 day work week (32 hours is considered full time)
· Short-term and Long-term disability
· Accidental Death & Dismemberment
· Life Insurance policy for employees
Qualifications for this position would include applicants who enjoy working in a fast-paced environment, who are detail oriented, interested in personal development, works quickly and efficiently to fulfill the clients’ needs, and are comfortable utilizing multiple forms of professional communication with clients (examples include email, phone calls, etc.).
The SIE certification is helpful, but not required to apply for this position.
Job Type: Full-time
Pay: $19.23 - $22.84 per hour
Expected hours: 32 per week
Benefits:
Experience level:
Shift:
Weekly day range:
Work setting:
Work Location: In person
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