Job description

Life Insurance Service Associate opportunity in the Hickory area.

Job Summary:

The Client Services Associate (CSA) is an agency support role working with cross-functional teams providing administrative oversight of the application process and timely completion of policy administration projects. The CSA will be a liaison for producers and back offices relating to case design, illustrations, and post-issue procedures. An ideal candidate has a good understanding of insurance carrier and securities product sponsor workflows.

Position Duties and Tasks:

· Work cohesively with advisor partners and carriers to monitor case progress; assess requirements; proactively resolve any issues with high-caliber professionals.

· Manage assigned duties for the new business and post-issue process in a timely & efficient manner; maintain frequent communication with all departments while providing superior service to advisors and brokers.

· Utilize multiple systems/platforms to retrieve information; document work activity & communication; provide status updates on all cases in the agency’s Client Relationship Management (CRM)

· Daily inquiries and reporting on plan modifications, participant distribution, and loan research/processing. Ensure all suitable and required account documents are acquired and updated for routine and annual service matters.

· Identify opportunities to enhance advisor relationships and improve internal process management procedures.

· Participate as a team member with special projects.

Education and Experience:

· Experience in the life insurance industry

· College degree preferred

· Life Insurance or FINRA Series license a plus

· Strong technological aptitude, proficiency with Microsoft Office suite of products, and familiarity with CRM systems.

Core Competencies:

· Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines

· Strong analytical and problem-solving skills

· Excellent interpersonal and communication skills.

· Ability to thrive in a team environment while sustaining a high level of independent thinking and work ethic. Positively and effectively deal with change.

Apply Today

For more information, contact 828-522-1071

OR

Come by our office at 152 Main Street East Valdese, NC 28690

OR

Apply online at www.cv-staffing.com

Job Type: Full-time

Pay: $21.00 - $27.00 per hour

Benefits:

• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Hickory, NC 28602: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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