Wealth Services Associate

D&D Insurance Agency Inc

**
High school degree or equivalent
2-4 years relevant experience
Microsoft office suite proficiency
** The Wealth Services Associate position at D&D Insurance Agency Inc. entails managing client inquiries, conducting research, and processing claims while fostering positive relationships with clients. Ideal candidates should have customer service experience, strong communication skills, and proficiency in Microsoft Office. The company emphasizes a supportive culture and offers a competitive compensation package. **

Job Summary

  • This role is a client-centric position responsible for managing inquiries via phone, email, and fax while advocating for clients through service challenges.
  • The company offers a competitive compensation package with benefits designed to provide peace of mind in a family-like, cutting-edge environment.
  • Integrity is a hyper-growth independent distributor of life, health, and wealth insurance products committed to helping people protect their future.

Matching Summary

Match Score: 75

** The Wealth Services Associate position at D&D Insurance Agency Inc. entails managing client inquiries, conducting research, and processing claims while fostering positive relationships with clients. Ideal candidates should have customer service experience, strong communication skills, and proficiency in Microsoft Office. The company emphasizes a supportive culture and offers a competitive compensation package. **

Skills & Requirements

Must-have

  • High School degree or equivalent
  • 2-4 years relevant experience
  • Microsoft Office suite proficiency
  • Excellent communication skills
  • Ability to multitask in fast-paced environment

Nice-to-have

  • Prior customer service experience
  • Administrative experience
  • Ability to learn proprietary systems
  • Professionalism and attention to detail
  • Building positive client relationships

Key Requirements

  • High School degree or equivalent
  • 2-4 years of relevant experience
  • Experience with Microsoft Office suite
  • Prior customer service or administrative background

Work Rights

Not specified

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