Annuities Supervisor (New Business) jobs in Daytona Beach, FL

Job Description

Discover the exciting opportunity to join Allstate - ODonnell & Associates Inc as a New Business Onboarding Specialist. Our team embraces a hybrid remote work setting to provide flexibility while maintaining a strong connection to S Daytona, Florida, and the surrounding community. We thrive on positivity and collaboration, fostering an inviting environment for our employees to excel.

As a key member of our team, you will be responsible for efficiently guiding new customers through the onboarding process, ensuring a seamless transition to our services. Your role will involve building strong relationships with clients, providing exceptional service, and being a trusted resource for their needs. At Allstate - ODonnell & Associates Inc, we value dedication, professionalism, and a passion for helping others.

If you are motivated by a supportive work environment, eager to make a positive impact, and excited about joining a team that prioritizes customer satisfaction, we invite you to apply today and become part of our dynamic team!

Benefits

Work from Home

Flexible Schedule

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off

Responsibilities

Client Onboarding: Lead new clients through the process, ensuring a smooth and positive experience.

Documentation: Accurately collect and organize necessary paperwork for new client accounts.

Information Sharing: Educate new clients on available services, products, and resources.

Problem Resolution: Address client inquiries and concerns effectively and efficiently.

Relationship Building: Develop and maintain strong relationships with new clients to ensure satisfaction and retention.

Process Improvement: Propose and implement streamlined procedures to enhance the onboarding experience.

Requirements

Customer Focus: Strong commitment to delivering outstanding customer service experiences.

Communication Skills: Excellent verbal and written communication skills.

Organizational Skills: Ability to handle multiple tasks efficiently and prioritize workload effectively.

Problem-Solving Skills: Capacity to identify issues and provide effective solutions in a timely manner.

Team Player: Collaborative mindset, capable of working well within a team environment.

Technical Proficiency: Basic computer skills and familiarity with online tools and systems.