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Broker Direct Account Transfers Representative
Ref No.: 18-02395
Location: Grandview Heights, Ohio
A top insurance and financial services provider is seeking a qualified administrative candidate to assist with running account books of business and assisting in updating systems and requesting product sponsors to update the accounts.

  • Communicating internally and externally with customers/agents/field management.
  • Assist with researching client/account addresses for mail/maintenance updates.
  • Updating information in computerized system for later use 

  • High School Diploma required, Bachelors preferred
  • Experience in an office setting
  • Familiarity with Lotus notes, MS office, general office platforms