Licensed Life Insurance Assistant (Fulfillment Specialist ILife Team) - (Cedar Rapids, IA)

Responsibilities * Follow up with clients on outstanding new account paperwork and meet a stated close rate. * Assist clients with paperwork completion. * Answer incoming client calls and respond to requests for forms, general inquiries, status requests. * Execute telephone transactions presented by the client within stated service levels. * Monitor client accounts for action required and handle each situation as needed. * Research and resolve issues. * Clearly and thoroughly document all client interactions. Requirements * Bachelors degree or equivalent work background. * PC proficiency (Microsoft excel, Microsoft word). * Life insurance license or expertise to acquire within 90 days of hire Preferred Requirements * 1 Yr of customer service in brokerage or financial industry background. * Previous background working in life insurance (new business in force) is very strongly preferred. Behavioral * Excellent Customer Service Skills * Outstanding communication abilities, both verbal and written.