Patello Insurance Group Hiring for Insurance Processor at Remote Full Time

Break into the stable, promising, and rewarding insurance industry as a detail-oriented insurance policy processor! Our team members are looking for a reliable business administration or customer service representative who is eager to complete job duties that include facilitating insurance policy changes, customer data entry, policy cancelations, and more. This opportunity requires regular communication with insurance carriers, insurance agents, and policyholders, alike, to ensure the accuracy of insurance company records. The ideal candidate has equal parts communication and computer system prowess. Kickstart your career by applying to become our next insurance policy processor today!Compensation:

$75,000+ at Plan

Responsibilities:

• Manage accurate client records through diligent data entry and recordkeeping
• Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
• Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
• Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service
• Issue premiums, refunds, and adjustments on behalf of policyholders

• Individuals looking for a more fulfilling career path with a passion for helping others
• Strong leadership skills
• Self-motivated and coachable
• Individuals with business development and entrepreneurial mindset
• Warm call prospective clients
• Set appoints either virtually or face to face
• Show clients their options
• Follow directions
• Follow a training platform
• Willing to attend weekly training calls
• Must be a “go-getter”

Qualifications:

• High school diploma mandatory; relevant bachelor’s degree preferred
• Strong analytical, interpersonal, and communication skills are required; customer service representative experience is a plus
• Data entry, recordkeeping, insurance policy processing computer systems experience is a plus
• Preferred knowledge of insurance policies, carriers, and processing protocol preferred
• Proficiency in Microsoft Office, CRM, and risk assessment software required

• Must pass a criminal background check
• State life insurance license a plus but not required
• Individuals who are coachable
• Individuals Self-Motivated
• Must live in the United States
• Must be 18 years or older
• Willing to get licensed within 90 days of hire
• MUST BE A U.S Citizen
• Must have phone
• Must have either a laptop or tablet to take applications for prospective clients

About Company

Our passion is serving – clients & our teammates! Our industry is Life Insurance. We have a simple two-part mission. First, we help people across the country find the financial solutions they need to protect their families & their futures. We have partnered with Industry-leading Carriers/Insurance companies to provide our team with a portfolio of products they can be proud to offer their clients. We follow up with families that have requested assistance and work with them to create a solution that best fits their needs and budget.

Second, we are building a world-class team that desires to grow its career by sharing our proven platform