Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm, SWAN Capital, in Pensacola, FL is looking for a strong, detail-oriented New Business Administrator to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
Experience with Brokerage and Life Insurance accounts, preferred
Insurance License or Securities License, preferred
Experience with processing important, detailed paperwork, specifically with Investment and insurance applications and transfers, preferred
Ability to work on the phone with business partners and clients
Intermediate to advanced computer skills
Strong organizational skills and attention to detail
Ability to demonstrate persistence to achieve quality
Excellent communication; both verbal and written
Strong follow-through
Self-directed initiative
Process driven
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Prioritize day to day tasks and issues
Assist clients with completing all forms needed when forwarded to insurance/security agencies
Complete and process all applications for business submitted by agents
Maintain database programs
Respond to client inquiries as needed, being the liaison between SWAN team and clients
Resolve client concerns in a timely fashion and with creative problem-solving to provide the ultimate client experience
Follow-up on pending business with companies and clients
Completing conference call with carriers and clients
Conduct regular touch point calls with clients to follow-up during onboarding process
Additional duties and responsibilities as required by management
Salary:
$24.04 - 26.44/ hour
Benefits:
Healthcare
8% 401(k) vested at 90 days
15 days PTO from start
8 paid holidays per year
Hours:
Monday - Friday 8:00am - 5:00pm
Presented by Advisor Employee Services Thank you for your interest in the New Business Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!