Job Opportunities
JOBS
Customer Service Representative
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Requires a Bachelor's degreee from a four-year college or university; or two to four years related experience and/or training.
Duties and Responsibilities:
1. Remain current on general market conditions and changes to products
2. Prepare Summaries of Holdings, Limited Power of Attorney, and Change or Broker documents for prospective clients.
3. Submits client communications to Broker/Dealer for approval and maintain a log of such activity
4. Maintains, updates, and organizes client files
5. Ensures diligent follow up on all client activities to insure timely completion
6. Works with Financial Analyst to prepare annual policy performance monitoring reports
7. Compares actual policy performance with illustrated performance and determines necessary actions
8. Generates quarterly reports for securities investors
9. Completes forms, processes orders and oversees brokerage accounts under the direct supervision of the Producer
10. Sends letters and e-mails to clients regarding service issues
11. Reviews all incoming client communications for proper action and responds accordingly then file such documents
12. Communicates with service departments of vendors/insurance carriers
13. Responds to all customer inquiries
14. Insures completion of all post-issue requirement for client holdings
15. Prepares documents/policies for delivery to the client to be reviewed by Case Manager
Case Design Analyst
Four-year business, accounting, or finance degree required, recent MBA graduate preferred. This position requires strong analytical skills and superior math skills. This position works directly for the Producer, provides product and illustration support in the initial design and re-evaluation of Estate Planning/Wealth Transfer cases and Non-Qualified Executive Benefit plans. Candidates must be willing and able to redirect focus as priorities change.
Duties: Generating Illustrations, maintaining a current knowledge of accounting and legal issues, and performing due diligence on carrier and product selection.
Skills: Exemplary verbal and written communication, strong financial analysis, ability to conceptualize, abilities to organize and manage multiple projects, and an advanced knowledge of Microsoft Excel.
Works directly with Producer's client base on inforce block of business. Provides support to clients with questions they may have regarding their portfolio. Works directly with insurance carriers on newly submitted and inforce business. Acts as a liaison between insurance carriers and policyholders. Duties include preparing annual reviews, delivery of new policies and servicing clients' needs.
Skills include: excellent verbal and written communications, ability to organize and manage multiple tasks. Must be flexible and able to switch focus easily when priorities change.
Career Opportunities
1301 W Fletcher Avenue
Tampa, FL 33612
gsobczak@triangulumfinancial.com
(813) 960-1392 (fax)
To apply for any of the above positions send, fax, or e-mail your resume to:
Client Relationship Manager
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