What are the responsibilities and job description for the Policy Services Specialist position at Gradient Insurance Brokerage, LLC?
The Gradient Financial Group is a leading financial services company that includes eleven unique entities doing business throughout the country. We’re seeking an energetic crew member for the Policy Services Specialist with Gradient Insurance Brokerage. Gradient Insurance Brokerage is an independent marketing organization offering fixed annuities and life insurance.
It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. If you take flight with Gradient Insurance Brokerage, we provide:
It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. If you take flight with Gradient Insurance Brokerage, we provide:
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off (PTO)
- Volunteer time off (VTO)
- Hybrid remote work options
- 401K
- Life Insurance
- Flexible schedules
- Monthly Social Activities
- Casual dress code
- Professional development
Now, you’re probably wondering a little more about what we are looking for, so here it is:
- High School Diploma or GED – Required
- Prior insurance or clerical experience – Preferred
- Basic skill in talking to others to convey information effectively
- Basic skill in completing assignments accurately and with attention to detail
- Basic skill in ability to manage multiple programs simultaneously
- Basic skill in data entry with minimal errors
- Basic skill in managing one’s own time
- Basic ability to process and handle confidential information with discretion
Want some more specifics? If you join the Gradient Insurance Brokerage crew, here’s what you’ll be doing:
- Provide white glove, concierge level service for all FSPs
- Build and enrich relationships with FSPs and marketers
- Provide direct correspondence and support for FSP inquires, including calls, emails and face-to-face
- Serve as a dedicated resource for New Business processes and procedures
- Process any customer specific mail received
- Build and maintain relationships with an assigned list of agents and their Life or Annuity book of business
- Tasks will include calling agents, carriers, and/or transfer companies to ensure cases are moving forward and being issued in a timely manner
- Provide direct correspondence and support for FSP inquiries, including fielding calls, digital communication via Gradient’s technology platform, emails, and face-to-face during events
- Back up for all Policy Services processing to ensure requests are reviewed same day
- All other duties as assigned
Whether your flight begins at our Minnesota or Kansas office, we’re committed to your ascent to your career’s maximum altitude. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our crew members in a way that truly shows that at Gradient, the sky really is the limit.