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Client Services Specialist - Life Insurance and Annuities

Rocky Hill, CT

Posted: 02/26/2024 Employment Type: Temp to Hire Industry: Professional Services Job Number: 10425

Job Description

Client Services Specialist - Life Insurance and Annuities

Location: Rocky Hill, CT

Job Type: Temp to Hire

Hours: Monday-Friday, Full time

Pay: $22-27/ hr, depending on experience

J. Morrissey & Company is recruiting for a Client Services Specialist to join the team for a local small business. This opportunity is with a longstanding firm in the financial services industry and is best suited for an organized, tech-savvy, and friendly administrative professional.

  • Serve as the primary point of contact for clients as they enter the office and greet them in a professional and friendly manner
  • Address inquiries
  • Schedule and confirm appointments with clients and follow up when needed
  • Manage the company’s phone line
  • Maintain accurate and updated client information in CRM
  • Assist in converting the office to “paperless”
  • Update computer systems and software when necessary
  • Processing insurance claims and producing quotes for annuities
  • Assisting and leading special projects
  • Using office equipment such as copier, max machine, etc.
  • Taking in, opening, and distributing mail
  • Other duties as assigned

  • Professionalism and a customer-oriented background and attitude
  • Must have strong attention to detail
  • 3+ years of administrative support experience
  • Knowledge of Annuities and Life Insurance required
  • Proficiency with Microsoft Office Suite (Word, Excel)


Meet Your Recruiter

Jake Anderson
Staffing Manager, Professional Services

Jake Anderson, the eldest of four siblings, hails from the charming town of Glastonbury, Connecticut, where he grew up in a bustling household of six, accompanied by two lively Boston Terriers. His journey through life has been marked by a combination of academic excellence, work ethic, and a deep passion for sports.

In 2021, Jake proudly earned his Bachelor of Science degree in Business-Human Resources, with a minor in Psychology, from Marist College in Poughkeepsie, New York. His dedication to academics was complemented by his commitment to hard work, as he spent summers during high school and college laboring at a local golf course, honing his skills and building valuable life experiences.

Jake's career took off in September 2021 when he embarked on a professional journey within the office support group. Here, he specializes in filling both temporary and permanent roles across a diverse range of fields, including administration, clerical work, human resources, accounting, and manufacturing. His innate ability to connect with people and find the perfect fit for each position has made him an invaluable asset in the world of staffing and recruitment.

Beyond his professional pursuits, Jake's heart beats for the Boston Red Sox, a testament to his unwavering loyalty to his team. He's not just a fan; he's a true "die-hard" Red Sox enthusiast who follows their every game and passionately supports them through thick and thin.

Jake's love for adventure and cultural exploration led him to study abroad in the enchanting city of Florence, Italy, for a semester. This experience broadened his horizons, allowing him to immerse himself in a rich tapestry of art, history, and cuisine.

Jake Anderson's story is one of dedication, academic achievement, and a deep-rooted passion for life's diverse experiences. As he continues to carve his path in the world of business and human resources, there's no doubt that his journey will be marked by success and unwavering enthusiasm for the pursuits that ignite his soul.

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