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Policy Transfer Associate
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$19.99 - $20 an hour
Full-time
- You will be able to provide clients with a seamless transition process when their life events require them to make changes to their accounts (loss of a loved one, making a gift, etc).
- If you thrive in a dynamic environment, possess excellent attention to detail, and enjoy delivering top-notch service, we want to hear from you.
- Work From Home on Mondays and Fridays, Tuesday thru Thursday in office
- Please Note: This is a hybrid role, combining work from home and office presence.
- Take inbound calls to assist clients with changes to their accounts after they’ve experienced a life-changing event (opening new accounts, transferring assets, updating account information)
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