Insurance Client Advisor: Growth, Mentorship, Mon–Fri

Eli Financial Group LLC; Longmeadow (MA); Sur place; USD 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Advancement Opportunities

Mentorship

Hands on Training

Continuing Education

Paid Time Off (PTO)

Vacation Days

Sick Days

Work-Life Balance

Mon-Fri Schedule

Evenings Off

Paid Holidays Off

Career Growth Opportunities

Professional Development

Résumé du poste

Eli Financial Group LLC in Longmeadow, MA is seeking a Full-Time Insurance Customer Service Representative to provide outstanding customer service and guidance on policy options. The role emphasizes accuracy, client education, and proactive communication to ensure the best coverage for each client.

Candidates should have office experience and be willing to obtain a P&C license. The office schedule is Monday–Friday, 8:30 am–5:30 pm, with opportunities for growth and incentives within the agency.

Qualifications

• Must be willing to obtain P&C License.
• Previous office experience is required.
• Ability to work Monday–Friday, 8:30 am–5:30 pm in the office.
• Excellent written and verbal communication, positive attitude and professional phone etiquette.

Responsabilités

• Educate and advise clients on the best policies for their needs.
• Follow up with clients to ensure satisfaction.
• Update client information and issue insurance documentation.
• Assist with policy changes and updates.

Connaissances

Customer service

Communication

Attention to detail

Multitasking

Relationship building

Typing

Office etiquette

Problem solving

Description du poste

Eli Financial Group LLC in Longmeadow, MA is seeking a Full-Time Insurance Customer Service Representative to provide outstanding customer service and guidance on policy options. The role emphasizes accuracy, client education, and proactive communication to ensure the best coverage for each client.

Candidates should have office experience and be willing to obtain a P&C license. The office schedule is Monday–Friday, 8:30 am–5:30 pm, with opportunities for growth and incentives within the agency.