New Business Administrator
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:
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!
