Image

We’re hiring!

Fancy joining a growing and lively company that is rewriting the way that an Insurance agency should be run? Our head office is in El Segundo CA, and offers its employees generous paid vacation, flexible hours – as well as a fun environment to work and grow.

The Company: with more than ten years’ experience, the Beach Financial Group is a one-stop boutique insurance and wealth management brokerage. We pride ourselves on exceptional service and exemplary back office support. We deal with all major insurance companies.

Our clients are spread throughout the US and we believe in offering a quick, efficient and personal approach to everyone.

Job vacancies

Life and Health Account Representative

Life & Health Account Representative Needed for Exciting El Segundo Company 

The Position: we are looking for a stellar account representative to help us expand our Life & Health Insurance business by handling new and existing client administration, including, open enrollment. We offer a competitive salary and vacation package, plus, flexible hours.

Job Skills and Requirements:

  • Proven experience as an insurance administration account representative
  • Good comprehension of life and health insurance plans
  • Ability to work with Windows 2007, Excel, Word and PowerPoint
  • Understand and interpret standard statistical findings
  • Goal-oriented
  • Excellent skills in communication and presentation
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • High school or BSc degree

Responsibilities:

  • Develop and maintain excellent carrier relationships
  • Appraise the wishes and demands of business or individual customers and offer the most suitable protection plans
  • Collect information from clients on their risk profiles in order to offer them the proper solution
  • Retain continuous awareness of transactions, sales and terms and keep relative records
  • Check insurance claims to solidify trust and safeguard reputation
  • Frequently replenish job-specific knowledge and apply it on the field
  • Fulfill all company-established policy obligations

Location: El Segundo, California.

Apply Today: Please put as the heading ‘Life and Health Account Representative’ and send your resume, current salary and why you feel you are right for the role to: info@beachfinancialgroup.com
Commercial Lines Account Executive
Personal Lines Account Executive
Receptionist / Office Assistant
Intern

Customer Login

Remember Me