Careers

The following career opportunities are available. We are looking for candidates with good organizational and communication skills who want to work in a positive, friendly work environment offering tremendous career growth. Attributes required include: initiative, accuracy, ability to work well under pressure and professionalism. If you have an entrepreneurial spirit and enjoy creating innovative solutions to complex problems in a collaborative environment, forward your resume today.

Client Services Representative

Full-time position. Excellent salary and benefits. Top-notch office environment. Be a part of our exceptional team that provides legendary service to our clients and provides innovative solutions to complex problems.

Four-year degree required. Must have 2 years of work experience, with insurance experience preferred.

Works directly with the producers, clients and our insurance carrier partners to provide the highest level of extraordinary service. Provide support for effective and efficient policy and plan administration of Estate Planning and Wealth Transfer cases.

Skills include: Excellent verbal and written communication, proficient at Excel, highly organized and able to manage multiple tasks. Flexible, willing and able to switch focus easily when priorities change.

Come be a part of our first-class TEAM !!

Receptionist/Clerical Assistant
Part-time from 1pm-5pm Monday through Friday.

Responsibilities include:

• Answering all calls prior to the third ring
• Accuracy in taking names, return telephone numbers and messages
• Define caller and determine appropriate party to receive call
• Maintaining and updating policy information in database, including address changes, input of sub-accounts, policy coverage updates, and general clean-up projects
• Assist as needed on special projects, data entry, database clean-up and multi-life cases
• Assisting with admin office duties such as filing, copying, faxing and scanning
• Mailing duties including dropping off evening mail and putting out express mail packages

Preferred experience/education:

• College education
• Customer Service experience a plus
• Experience with Windows 7, Excel and Word
• Good organizational skills
• Professional appearance and integrity

For all positions, please email resume with cover letter to info@thomasfinancial.com. No phone calls please.

Employment opportunities were last updated on 1/10/2012.