Duncan Financial Group · 2 days ago
Brokerage Assistant
United States
Full-time
Remote
Entry Level
2+ years exp
Maximize your interview chancesAccountingFinancial Services
Hiring Manager
Natalie Durante, MBA, PRC
Insider Connection @Duncan Financial Group
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Responsibilities
Collaborate with all members of the Life Brokerage team to provide superior customer service for insurance agents, financial advisors, and their clients
Act as the primary contact for all in-force policy owner service requests
Develop and maintain relationships with outside producers and carrier service contacts to assist in leveraging positive servicing outcomes
Process and deliver all policy owner correspondence to producers
Cross training in other areas of the life agency such as new business case manager, licensing, underwriting
Additional duties as assigned
Qualification
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Required
Minimum of 2 years of experience in a customer service-related position, preferably within the financial services or insurance industries
Must have or be willing to obtain a Pennsylvania Life & Health Insurance License
Advanced computer skills; MS Office Suite and Cloud-based software proficiency
Excellent verbal and written communication skills and keen problem-solving abilities
Confidentiality of consumer information
Ability to learn new processes and technology
Detail-oriented
Effective time management and organizational skills
Preferred
Associate or Bachelor’s degree in a related field preferred
Benefits
Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Duncan Financial Group
Duncan Financial Group offers a new standard of insurance and financial guidance that is unmatched in the industry.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Barbara Gongloff, QKA
Chief Operating Officer
David Duncan, CFP®
Executive Chairman and Chief Investment Officer
Company data provided by crunchbase
