If you are an efficient, organized, detailed-oriented business professional looking for a lifelong career filled with advancement opportunities, we may have the job for you. Our renowned company is seeking a motivated insurance policy processor with a balanced skillset that can perform job duties that are part customer service representative and part recordkeeper. The ideal insurance policy processing clerk is excellent at data entry to maintain accurate policy records and understands the basic process of the insurance application, reinstatement, and cancellation of insurance policies. Apply today to put your administrative assistant and communication skills to work!
Responsibilities
* Study, Learn, and execute while going through our world-class training
* Shadow client meetings, plan designs and presentations
* Analyze client financials to determine their needs and risk tolerance
* Review available options for clients
* Recommend which areas or services fit the client's need
* Participate in marketing and expansion strategies
Qualifications
* Honesty and integrity are characteristics you live by.
* You value and believe in our mission and cause.
* You are constantly looking for personal growth.
* You are a leader or want to learn to lead.
* You are a self-starter and goal-oriented
* You can work independently and work well as a team player
Compensation
$60,000 - $95,000 yearly
About Davis Family Financial, LLC
We are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.
Our financial firm is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families from all walks of life.
Our firm is always expanding and we are looking for professionals who are interested in a career in the financial services industry with an emphasis on distribution, building, and owning your platform in conjunction with leadership development. We work with the top Fortune 500 financial services companies in the industry and have the opportunity to provide clients with the best products for their goals and needs. The opportunity to grow within our firm is endless.
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