Protuity ยท 20 hours ago
Client Services Representative
Paramus, NJ
Full-time
Onsite
New Grad, Entry LevelProtuity is an InsureTech/FinTech Insurance and Investment Brokerage Firm serving Physicians, and they are seeking a full-time Client Services Representative. The role involves providing support to licensed supervisors, preparing insurance quotes, and delivering excellent customer service to clients regarding their insurance inquiries.
InsuranceLife Insurance
Responsibilities
Provide support to licensed supervisors and other members
Prepare, revise and review life and disability insurance quotes and applications as needed
Provide prompt, accurate and friendly customer service. Service may include responding to inquiries regarding application status and issues relating to disability and life insurance underwriting. Will be required to answering office phone calls and make outgoing calls to Cleints
Ability to navigate insurance company portals and websites
Manage policy data files and documents as received by outside parties and customers
Support securities business as needed
Qualification
Required
Basic administrative skills
Detail oriented with exceptional organizational skills
Excellent written and verbal communication skills
Computer savvy; Proficient in software such as Excel and Word
Strong attention to details, problem solving and critical thinking skills
Self-motivated; Demonstrate initiative and able to anticipate issues, provide solutions, employ self motivated
Preferred
Knowledge of life and disability products
Company
Protuity
Protuity, formerly DrDisabilityQuotes.com, was founded to address a critical gap in transparency and accessibility within the insurance industry.
Founded in 2016
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bob Bhayani
Managing Partner
Company data provided by crunchbase