Join the Longfellow Team

Voted one of the ‘2006, 2007, and 2008 Best Places to Work’, Longfellow was founded on the premise of delivering outstanding customer service and strategic advice to our clients as it relates to health and welfare programs, qualified retirement plans and executive benefits.  We realized that the only way to add value and separate ourselves from the competition is to hire outstanding team members and build a culture that fosters teamwork and creative thinking in a fun and challenging environment.

“The receipt of this award supports the fact that we are meeting our Mission... Focus on Clients, Be Innovative, Do Things Right the First Time, Have Fun, Be Profitable” states Joseph Gray, Managing Partner.

Open Position - Client Services

PRIMARY ROLE:      

Provide superior service to assigned clients and provide administrative support to producer.  Requires direct interaction with clients and vendors including live meetings, telephone and email correspondence.   Must be able to work independently and think proactively. 

PERFORMANCE  STANDARDS:

Meet firm's objectives for superior client service, client development and policy retention.

QUALIFICATIONS:

• Knowledge and prior experience with Individual Life, Long Term Disability and Long Term Care products
• Experience with underwriting individual contracts
• Strong relationship building and client service skills
• Good oral and written communication skills
• Must be able to work with minimal supervision
• Organizational skills very important
• Illustration and case design a plus

Primary Responsibilities include but are not limited to:

• Assist producer in day to day operations and maintain his calendar

• Prepare and assist in the delivery of illustrations, applications, and contracts

• Resolve clients’ day-to-day insurance related issues and needs.

• Proactively interact with clients to order medical exams and expedite the underwriting process

• Contact clients annually for contract renewal

• Respond to carrier requests and Partners’/ SVP’s needs in a timely manner.

• Maintain client files and database according to procedures and regulations

• Check policies for accuracy, keep copies for file and arrange for delivery

• Keep SVP up-to-date about any issues affecting clients

• Assist in marketing initiatives

• Maintain Life & Health licenses and keep in force at all times by completing continuing education courses, etc.

• Maintain up-to-date industry knowledge by attending vendor meetings & trainings, industry events, etc.

• Maintain appropriate word, excel, and power-point documents in accordance with department standards

• Responsible for other specific duties and projects as assigned .

If you are interested in joining the Longfellow team, please forward your resume to benefits@longfellowbenefits.com.