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Process applications and provide customer service to our financial and insurance clients.
Accountable for the effective and accurate processing of client applications and files to the appropriate product carriers in a timely manner. responsible for compliance with all regulatory agencies such as broker dealer and Insurance carriers. Will assist in gathering client information and dealing with service issues.
1-High School Diploma 2- Minimum of 2 years office experience 3 - Skilled in computer programs such as Word, Excell, ect. 4 - Background in Insurance or Finance helpful