Client Services Representative Life Insurance - Accelerated Management Opening
AO Globe Life San Francisco Full-time
AO Globe Life is excited to announce an opening for a Client Services Representative in Life Insurance, offering a unique Accelerated Management pathway! We are looking for enthusiastic individuals who are passionate about providing exceptional customer service while also displaying leadership potential.
In this role, you will serve as the first point of contact for clients, assisting them with their life insurance inquiries and ensuring they receive the best possible service.
You will play a crucial role in managing client accounts, addressing questions and concerns, helping clients navigate their policies, and fostering strong relationships that enhance customer satisfaction. Our comprehensive training and mentoring program will prepare you not only to excel in client service but also to progress into management roles, where you can lead and inspire a team of dedicated agents.
If you are a self-starter who enjoys interacting with people and is looking for growth opportunities in a dynamic organization, we encourage you to apply today!
Key Responsibilities- Respond to client inquiries regarding life insurance products and services
- Manage client accounts, providing ongoing support and assistance
- Assist clients in understanding their life insurance policies, benefits, and options
- Identify opportunities for upselling or cross-selling additional products
- Record and maintain accurate client information in our database
- Collaborate with management to identify areas for service improvement
- Participate in training programs aimed at developing leadership skills for future advancement
- High school diploma or equivalent required; post-secondary education is preferred
- Prior experience in customer service or client relations is a plus
- Excellent communication and interpersonal skills
- Strong problem-solving abilities and a customer-centric attitude
- Ability to work both independently and collaboratively as part of a team
- Computer literacy, including proficiency in MS Office applications
- Willingness to pursue Life, Accident and Health license if not already licensed (training provided)
Robert HalfDanville (CA), 23 mi from San Francisco
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**
Job Posting: Client Service Associate/Portfolio Trader
Employment Type: Full-Time
Location: Danville; Onsite 5 days
Comp: $115-$130k
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