Estate Insurance Associate

Responsibilities

• Provides sales support to drive sales results.
• Ensures the book of business is being developed.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Provides exceptional client experience and service.
• Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Communicates with internal business/groups for execution of client requests and issue resolution.
• Organizes work information to ensure accuracy and completeness.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• B...