Client Services Manager- Galleria Area

• Provide assistance to our organization’s clients and prospects.
• Receive calls and emails from clients and advisors and will regularly contact clients through electronic, written, and verbal means.
• Discuss the client’s life insurance portfolio, answer questions and provide paperwork and documentation for any requested changes.
• Obtain current and accurate policy information by way of carrier website or via verbal or email communication with the carrier.
• Developing strong relationships with carrier personnel is expected and encouraged.
• Handle client complaints and provide resolutions.

• Proficient in Microsoft Office Suite programs, especially Excel, Word and PowerPoint
• Prior experience with an insurance carrier
• Experience with CRM system such as SmartOffice or Salesforce
• Adept at research practices
• Strong communication skills
• Good mathematical skills
• Critical and analytical thinker
• Ability to work with sensitive and confidential data

Requirements:

• Bachelor’s degree in risk management or finance-related field
• FINRA Series 6 and 63 securities licensed (strongly preferred)
• Insurance experience (Life)

Base salary 65k-70k plus Benefits.
If you are interested please send your resume to Andree@stafffinancial.com

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