As the Director of Insurance & Client Service, you will be the first point of contact for new clients, ensuring a seamless and efficient onboarding experience. You'll also be responsible for processing insurance tasks, assisting with applications, and managing ongoing client service needs. Your goal will be to make it easy for clients to work with us while providing outstanding service.
Key Responsibilities: • Lead the new client onboarding process, ensuring all paperwork and requirements are handled smoothly. • Manage insurance tasks for both new and existing clients, including applications, policy servicing, and follow-ups. • Serve as a liaison between clients and insurance carriers, ensuring timely and accurate processing. • Provide ongoing client support, answering questions and addressing concerns promptly. • Collaborate with the team to continuously improve our client service experience.
What We're Looking For: • Self-starter with a proactive approach to problem-solving. • Excellent attitude and strong interpersonal skills-must be easy to work with and enjoy helping people. • Strong organizational skills and attention to detail. • Prior experience in client service, insurance processing, or financial services is preferred. • A Louisiana Life & Health Insurance License is a plus but not required.
What We Offer: • Salary: $40,000 - $60,000 (based on experience) • Full benefits package, including healthcare, vision, and dental coverage • 401(k) plan with a 4% match • Profit-sharing opportunity • Supportive, team-oriented environment with opportunities for growth