Job Description

Talent Insurance & Financial Solutions assist clients with individualized Medicare and health insurance planning as well as investment advisory services, tax preparation, accounting and bookkeeping services. We are seeking an individual with a desire to expand their customer service skills. The ideal candidate will have the opportunity to grow into a full-time sales role.

• Answer and direct phone calls
• Schedule client appointments
• Process applications
• Assist team members with tasks to be assigned
• Greet clients
• Answer client questions about their benefits
• Assist advisors with processing new business
• Diffuse difficult and/or complex customer interactions in a professional manner
• Coach and train staff hired in the agency
• Manage daily activities and prioritize tasks that need to be completed
• Possess the following skills: basic PC skills, basic math skills, critical thinking and conflict resolution skills, and the ability to prioritize and multi-task
• Communication - Possess outstanding written and verbal communication skills
• Teamwork - Develop constructive and cooperative working relationships with team members
• Maintain accurate and descriptive accounts of all customer interactions
• Implement/adhere to company and Agency guidelines
• Able to successfully juggle multiple priorities at any given time
• Possess outstanding written and verbal communication skills

Requirements

• 1-2 YEARS CUSTOMER SERVICE EXPERIENCE IN AN INSURANCE OFFICE SETTING PREFERRED BUT WILL TRAIN THE RIGHT CANDIDATE

• EXPERIENCE WITH MICROSOFT OFFICE WORD AND EXCEL

• EXCELLENT ATTENTION TO DETAIL AND ACCURACY

Benefits: Dental insurance, Disability insurance, Life insurance, Paid time off, Professional development assistance, Retirement plan

Company Description

Talent Insurance & Financial Solutions assist clients with individualized Medicare and health insurance planning as well as investment advisory services, tax preparation, accounting and bookkeeping services. We are seeking an individual with a desire to expand into a fulltime sales role.