Client Services - Stateline Senior Services/Stateline Financial Services

About Stateline Senior Services

Stateline Senior Services was founded in Somers, Connecticut, to specialize exclusively on the insurance and investment needs of the retired and soon-to-retire. Stateline helps clients find the best Medicare coverage for their situation and provides wealth planning services to help them get the most from retirement.  Stateline founder Bill McCloskey has worked to help clients with retirement and investment planning since 1983. Stateline agents design income plans and can help with advanced long-term care planning as well as crisis planning. For more information, visit www.statelineseniorservices.com.

Job Summary

The first point of contact for clients needing assistance with their insurance and services.

Primary Responsibilities: 

• Manage client inquiries by phone, email, and fax

• Researching of doctor and prescriptions through websites

• Outbound calls to clients to confirm appointments and verifying information needed for the client and advisor’s meeting.

• Builds a positive client relationship through collaboration and trust

• Updates and maintains the client CSR database

• Processing claims on the client’s behalf

• Advocating for the client through escalations on service challenges

• Other tasks and projects assigned by CRM

Primary Skills & Requirements:  

• Adaptability and emotional intelligence

• Microsoft office

• Able to balance workload through multi-tasking, prioritizing

• Attention to detail

• Verbal and written communication skills

• Web based research and CSR cloud-based system

• Telephone etiquette

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.