Are you interested in the financial industry and have experience processing important client paperwork? Our fast-paced financial firm in Pensacola, FL is looking for a strong, detail orientated Case Designer who can ensure smooth transitions through the client acquisition process. You will work hand-in-hand with the financial advisor to put the clients needs and advisor's vision into an easy to read document.
We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!
Minimum Requirements:
- Previous experience in processing new business paperwork. (financial office preferred but not required)
- Intermediate to advanced computer skills desired. Experience with Power Point preferred.
- Experience with Brokerage and Life Insurance accounts preferred.
- Insurance License or Securities License preferred.
- Experience with Investment and insurance applications and transfers preferred.
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to work with important paperwork without much client interaction
- Ability to demonstrate persistence to achieve quality
- Excellent communication – both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Complete and process all applications for business submitted by agents
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
- Submit all completed in good order applications and forms to the proper agencies.
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
- Research and analyze application issues and provide problem resolution
- Answer agents requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
Job Type: Full-time
Pay: $42,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
Education:
- High school or equivalent (Preferred)
Experience:
- Processing Applications: 1 year (Preferred)
Work Location: In person