2 Permanent Insurance found

As a Customer Service/ Insurance/Tax Agent, you will be responsible for offering personalized insurance and tax services to clients. This includes evaluating their needs, providing expert advice, offering appropriate insurance policies, and guiding them through tax-related decisions. You will build strong relationships with clients, ensure compliance with all regulations, and work diligently to achieve the best possible outcomes for those you serve.Must be

An Account Manager is a self-starter, independent learner who enjoys mastering new skills quickly. Organized individual who can work with little supervision. Loves the art of building relationships with teammates, clients and vendors. The account manager will perform a wide range of duties across planning, education, research and analysis for both existing and prospective clients.Responsibilities:Handles all correspondence through telephone and email and m