REQUIRED: Series Licenses 7, 63/66
2 years of Financial Services Experience
Customer service experience
Description
- Primarily responding to inbound calls related to insurance products and web portal.
- Support clients and advisors with web portal navigation and account information updates
- Assist clients and advisors with insurance product inquires
- Assist with questions and education for employees, clients, and field partners regarding insurance forms and policies, and procedures
- Act as a liaison for clients and advisors with business partners for problem-solving
- Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution
- Conducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interests
- Follow up with clients when necessary to provide status updates and to close out service requests
- Required to document details of all client and advisor interactions
Skills
Insurance Experience, Brokerage Experience, Financial Services experience, Call Center, Customer service, Life and Health License
Top Skills Details
Insurance Experience,Brokerage Experience,Financial Services experience,Call Center,Customer service
Additional Skills & Qualifications
has to get Life and Health license once onboarded, prefers for them to have it before
Bachelor's Degree
Experience Level
Entry Level
Job Type & LocationThis is a Permanent position based out of Fort Worth, TX.
Pay and BenefitsThe pay range for this position is $55000.00 - $58000.00/yr.
Opportunity will have TEKsystems Benefits
Workplace TypeThis is a hybrid position in Fort Worth,TX.
Application DeadlineThis position is anticipated to close on May 20, 2026.
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
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