What are the responsibilities and job description for the Customer Service Representative [Concord, CA] position at Globe Life: McQuade Organization?
Job Overview
We are seeking a detail-oriented and highly organized CSR to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.
Key Responsibilities
- Client Relations : Serve as the primary point of contact for clients, addressing their needs, providing updates, and ensuring that all matters related to the estate are handled efficiently.
- Product Knowledge : Stay up-to-date on the full range of life insurance products (e.g., term life, whole life, universal life) and the benefits of each, enabling you to recommend the best options for clients.
- Policy Customization : Analyze clients' financial goals and offer life insurance solutions that meet their long-term needs, including coverage options, premium structures, and riders.
- Follow-Up & Relationship Building : Maintain regular contact with clients, ensuring they are satisfied with their policies and addressing any questions or concerns.
- Document Management : Prepare, review, and manage all documentation related to estate transactions, including wills, deeds, and tax forms.
- Administrative Duties : Prepare and submit accurate paperwork for insurance policy applications, ensuring that all documents are compliant with legal and regulatory standards.
- Claims Assistance : Assist clients with the claims process when necessary, ensuring a smooth and timely experience.
Qualifications
Preferred Skills
Benefits
