Since 1928, The Friedman Group is many things to many people
We are Friedman Insurance, providing both personal and commercial, property & casualty insurance. We are Friedman Financial Services, providing employee benefit plans, financial services and individual insurance plans. Whether your needs are for yourself, family, business or employees... The Friedman Group is your single source for insurance.
At The Friedman Group, our business activities are guided by our core values: Integrity, Knowledge, Empathy, Quality and Pride
The Friedman Group, Inc., is seeking a full-time Account Service Representative for our Financial Services Division. This position will work closely with our Account Executives and their insurance/investment clients providing excellent customer service and administrative support.
Accurate and attention to details
Ability to think outside the box
Job Functions & Responsibilities:
Provide professional service to existing clients by:
Provide professional advice and explanations of coverage.
Obtain appropriate underwriting information, as required by our companies and the Friedman Group.
Market coverage when necessary.
Prepare sales documents including compiling applications, responding to inquiries from underwriters, review quotes for accuracy and maintaining policy summaries.
Provide timely communication with clients, either in writing or verbally.
Follow established agency guidelines for coverage and client service.
1. High school education plus 2 or more years customer service experience
2. Experience using of Microsoft office products
3. Ability to comprehend technical insurance/investment policies and regulations
4. Prior insurance or investment experience not required
The Friedman Group offers a competitive benefits package including, medical, dental, life insurance, disability and 401k.
The Friedman Group is an Equal Opportunity Employer.
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