Service Advisor - Tipton Agency

Service Advisor

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced Financial Firm is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the agency runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!

Minimum Requirements:

• Previous experience in processing confidential, detailed paperwork
• Previous client interaction in an office environment
• Intermediate to advanced computer skills
• Insurance licensing strongly preferred (Series 65 or Life, Health/Sickness, and Annuities)

This position requires that you possess the following skills:

• Strong organizational skills and attention to detail
• Ability to demonstrate persistence to achieve quality
• Excellent communication; both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing

excellent client service you will:

• Prioritize day-to-day tasks and issues
• Operate with a proactive approach to advisors and clients
• Complete and process servicing requests
• Maintain database programs
• Respond to client inquiries as needed
• Opening, closing, and transferring of accounts
• Generate and provide various reports to Advisor
• Process transactions
• Follow-up as necessary with vendor companies and clients
• Assist Advisor with pre-appointment preparation
• Resolve any issues regarding new accounts, transfers, or amendments

Presented by The Tipton Agency

Partnered with a prominent national brokerage firm, TA eliminates barriers and offers robust support, enabling every agent to achieve success by adhering to a step-by-step, proven process. As a rapidly expanding independent agency, TA is dedicated to delivering diverse life insurance, retirement solutions, and annuity options at competitive rates tailored to meet each family's unique needs. Our licensed representatives operate as independent brokers, equipped with resources to safeguard families through every life stage. TA provides its agents with cutting-edge, proprietary technology and extensive training.