Client Services Representative

We are an InsureTech/FinTech Insurance and Investment Brokerage Firm (serving Physicians) seeking a full-time Client Services Representative;

Also doing business as Axiom Financial Services, LLC.

Responsibilities

• Provide support to licensed supervisors and other members
• Prepare, revise and review life and disability insurance quotes and applications as needed
• Provide prompt, accurate and friendly customer service. Service may include responding to inquiries regarding application status and issues relating to disability and life insurance underwriting. Will be required to answering office phone calls and make outgoing calls to Cleints.
• Ability to navigate insurance company portals and websites.
• Manage policy data files and documents as received by outside parties and customers
• Support securities business as needed

Requirements

• Basic administrative skills
• Detail oriented with exceptional organizational skills
• Excellent written and verbal communication skills
• Knowledge of life and disability products (preferred, not required)
• Computer savvy; Proficient in software such as Excel and Word
• Strong attention to details, problem solving and critical thinking skills
• Self-motivated; Demonstrate initiative and able to anticipate issues, provide solutions, employ self motivated