Need motivated self-starter on team who will work directly with policyholders and manage active leads. End-to-end case management, start to final contracting with empathy, professionalism and efficiency; perform due diligence by assessing potential risk factors on individual cases; gain understanding of key financial dynamics and closing mechanics of each case; management of leads using internal Customer Relationship Management (CRM) system; creation/maintenance of client/customer reporting on a weekly, monthly and quarterly basis; 2-5 years’ experience in customer service or client facing role; strong customer-centric mindset and ability to build and maintain effective relationships internally/externally; project management experience; comfort with Microsoft Office suite (MS Excel, Word, PowerPoint); experience reviewing
contracts; financial services/insurance experience a plus and experience with CRM systems a plus.
Salary range: $80k exempt
Send resume as a Word attachment to: firstname.lastname@example.org.