5 jobs found in Woburn, MA

Job Title:  Team Support Coordinator Job Purpose : Provide administrative and sales support to the various departments within SPG Life and Annuity.   Firm Overview: SPG Life and Annuity is an insurance brokerage general agency working with financial advisors across the country to provide solutions that protect their clients’ families and businesses.  The financial services products we work with are Annuities, Life Insurance and Long-Term Care/Linked Benefit. Duties include but may not be limited to the following: Screen, log, assess, and direct incoming mail to appropriate recipients Update Agency Management system for various tasks, status, client requests, and resolution of issues. Coordinate and prepare insurance and annuity policies Respond to the client and producer inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed. Communicate directly with customers by telephone and electronically Have a...

About SPG Life & Annuity: Founded in 1972, SPG Life and Annuity is a nationally recognized life insurance and annuity brokerage general agency. Our clients are financial institutions (banks and BDs) as well as individual financial advisors. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing. We have doubled in size over the last 10 years through consistent, diversified growth and we continue to grow our sales team of entrepreneurial sales professionals. Title:   Internal Life Sales Specialist Department:  Sales Objective :  The Internal Sales Specialist is the primary touch point for our sales team; actively partnering with SPG Life and Annuity’s external wholesaler team, our clients, driving activity to meet sales goals. An internal sales-specialist provides proactive and consultative support while coordinating administrative activity on sales leads, opportunities, case...

Our Company: Established in 2012, Seek Now captures robust property data to meet the needs of customers across the insurance and real estate industries. With more than 2 million property inspections completed to date while currently servicing 3,000 properties per day, Seek Now is the leading data capture and inspection services firm serving 240+ customers. Our mission is to help our customers make faster decisions and improve economic outcomes, all while providing a stellar customer experience. We accomplish this through continuously reimagining how information is captured, transformed, and transmitted across all the industries we serve. Our vision is to be the leading provider of on-demand, ground truth property data solutions. We do this while creating individual growth opportunities for our employees, expanding network of Seekers, and value add partners. Summary: Seek Now is searching for capable 1099 independent sub-contractors to provide accurate,...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.  Duties of an Account Manager include but are not limited to : Maintain a Property & Casualty license along with keeping up with Continuing Education. Understanding and following the Cross Basic Procedure Manual. Understanding and following the Personal Lines Workflow Manual. Only using approved Action Codes in AMS 360. Following up and completing open suspense’s daily.   Servicing and selling personal insurance products to prospective and existing clients. Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Position Title: Commercial Lines Account Manager- small business Position Summary: The Commercial Account Manager will , interact with existing & potential clients on a day-to-day basis Job Responsibilities: o Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding o Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts. o Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence o Assess client needs and provide advice on appropriate coverage levels and products. o Respond to telephone calls and correspondence from existing or potential customers in a timely manner o Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business....