Client Services Representative

• Maintain insurance licenses and manage carrier appointments for brokers in the McLean office
• Assist in preparing client reviews for the investment side of the business, including: Gathering reporting information and composing internal Excel review
• Email client to obtain updated information
• Provide Advisor with notes from prior meeting
• Assist advisor and department manager with quotes, applications and execution of life, disability, and long-term care policies
• On New Business: Obtain quotes
• Provide client with application paperwork
• Submit application
• Set up exam (if necessary)
• Track through underwriting
• Issue policy, premium and any delivery requirements
• Advise Planning Team to add to Wealth Vision site
• Add to internal client review
• For Existing Business: Handle billing reminders
• Execute policy changes (address, beneficiary, owner, terms, premiums, etc.)
• Maintain current records of corporate policies

Client Service Associate, Private Wealth

Senior Manager, Fleet Client Services

Client Service Associate, Retirement & Private Wealth

Client Services Representative – Mid Shift

Client Services Consultant