Client Support Consultant - Life Insurance Licensed

VirtualVocations
Littleton, Colorado, United States
Full-time

A company is looking for a Client Support Consultant to provide exceptional customer service and support to clients and advisors.

Key ResponsibilitiesPrepare new business applications and corresponding paperworkConduct follow-up calls with carriers and clients to expedite processingManage multiple tasks including service requests, policy delivery, and schedulingRequired QualificationsExperience in the financial services industry preferred;

annuity and life insurance experience a plusLife Insurance License required within 120 days of employment if applicableExperience with Outlook, Excel, and AdobeAbility to work efficiently in a fast-paced environmentProfessional, flexible, reliable, and hard-working demeanor

10 days ago
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