2 financial planner jobs found

Job Description: This position is Part Time located in Amarillo, TX, 3-4 days a week, and every Saturday 7am-2pm Job Summary Customer Service Representative s   ensure delivery of excellent customer service through fast and accurate communication and coordinating with other departments to resolve inquires. They are the first point of customer contact for general inquiries. They build and maintain business relationships with clients by providing prompt and accurate service to promote customer loyalty. Key Responsibilities Builds and maintains relationships with customers. Responds to a work queue and resolves issues in a timely manner; escalates issues of a complex nature. Demonstrates a basic knowledge of application functionality. Provides information to the appropriate CSI department regarding customer issues and concerns. Performs other duties as assigned. Primary Results Accountable for Achieving Customer issues are resolved...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...