Insurance Customer Service Representative

Key Responsibilities

• Answer phones and provide exceptional customer service to investors
• Work collaboratively with assigned Investment Counselors, assisting with trade entries, verifying activity, and troubleshooting issues
• Process new account paperwork (e.g., Suitability Profiles, ACATS, IRA forms)
• Prepare income planners and assist with seminar preparations, including occasional evening events
• Serve as a liaison between clients, Investment Counselors, and Operations
• Handle client inquiries promptly and professionally
• Assist with receiving and processing life, health, and annuity applications
• Perform routine follow-ups on pending cases and monitor policy delivery status
• Maintain adequate quantities of insurance materials and support branch prospecting events
• Provide administrative support to branch management as needed