Job Duties include, but are not limited to:
New Business / Production
- Data entry of life insurance and annuity client applications completed via Docusign and submitted into our software system for official submission.
- Collect data for entry directly from clients via live phone/zoom call to submit applications for them.
- Call/Text clients to collect missing information to complete applications.
Client Support
- Manage communication with Melissa Gomez's personal clients including, but not limited to:
- Welcome Email/Text
- Weekly calls/texts to provide case updates
- Call/text clients to obtain all outstanding requirements quickly
- Approval/Decline Email
- Ensure delivery of policy and collect signed Policy Delivery Receipt
- Updating policy information such as address, bank account, insurance amount, etc.
- Requesting policies to be mailed to physical locations
- Respond to any requests from clients or carriers urgently within 24-48
- hours
Tracking / Reporting
- Data entry of Melissa's personal client information from applications into Google Form transmittal for record-keeping and tracking purposes.
- Transfer all transmittal entries from the transmittal spreadsheet into the master Production Log spreadsheet.
- Manage Production Log spreadsheet daily, adding new updates/progress on
- each pending client case. Actions take may include:
- Booking paramedical exams for the clients to provide blood & urine
- Retrieving medical records from client's physicians
- Gathering necessary information from clients by sending them a Docusign form to complete.
- Keep impeccable notes on each step taken towards resolving the case.
- Candidate Requirements:
- Results-driven: The ideal candidate should be highly motivated to achieve goals and exceed expectations, with a relentless drive to overcome any obstacle to succeed.
- Data-savvy: Must possess strong analytical skills and be able to interpret data to make informed decisions that drive results.
- Customer-oriented: The candidate should be able to deliver exceptional customer service to clients and agents, providing a positive experience for them.
- Attention to detail: The candidate should have a keen eye for detail and possess strong data entry and tracking skills, with a focus on accuracy to ensure business success.
- Communication skills: Strong English language communication skills are essential, both written and verbal, with the ability to communicate professionally via phone call, text, and email with clients, agents, and carriers.
- Organizational skills: The candidate should be highly organized and able to manage multiple tasks efficiently while maintaining a high level of productivity.
- Proactive problem-solver: The ideal candidate should be able to identify and address bottlenecks and process issues, and provide recommendations for cost-saving and time-saving solutions.
- Excel proficiency: While basic knowledge of Microsoft Excel is required, proficiency in creating and managing Pivot Tables and detailed, logic-based formulas is preferred.
- Insurance industry experience: Experience in administrative roles within insurance companies and training others to complete processes and procedures is preferred, but not required.
- Familiarity with DocuSign: Experience with DocuSign, an electronic signature software, is preferred. However, candidates with a willingness to learn are also encouraged to apply.
- Go High Level CRM expert: Experience with the Go High Level CRM software is preferred, as the role involves managing client information and interactions within the platform.
- Self-motivated: The candidate should be able to work independently, take ownership of their tasks and responsibilities, and manage their workload without needing constant direction or supervision.
- Self-starter: Responsible for taking initiative, identifying opportunities for improvement, and driving projects forward independently. They are resourceful, adaptable, and able to thrive in a fast-paced environment
- Critical thinker: analyzes complex problems and develops creative solutions based on thorough research and evidence
- Strong decision-making skills: The ideal candidate should be able to make quick, effective decisions based on their knowledge, experience, and judgment, and be comfortable taking calculated risks when necessary.
- Resourceful: The candidate should be able to utilize resources available to them such as training videos, contact directory, and SOPs to find solutions to problems and complete tasks, without requiring excessive guidance or support.
- Action-oriented: The ideal candidate should have a bias towards action, with the ability to make decisions and take initiative to move projects forward.
- Adaptable: The candidate should be able to adapt to changing circumstances and priorities, and be comfortable with uncertainty and ambiguity.
- Comfortable with ambiguity: The candidate should be able to deal well with uncertainty and changing circumstances, and be able to adapt quickly to new information or priorities as they arise.
- Fast-paced environment: The candidate should be able to thrive in a fast-paced work environment without getting overwhelmed, while still maintaining a high level of accuracy and attention to detail.
- Time management: The candidate should be able to manage their time effectively by discerning how to prioritize tasks in order to meet important deadlines in a timely manner, while still maintaining high quality work.
- Ability to teach others: The ideal candidate should have the ability to effectively teach team members how to perform their job responsibilities with efficiency, accuracy, and urgency.
- Impeccable Follow-up skills: The ideal candidate should have exceptional follow-up skills and be persistent until tasks are completed, ensuring that nothing falls through the cracks. They should be able to effectively track progress and communicate updates to relevant parties, while also prioritizing and adjusting their approach as needed to meet deadlines and achieve goals
