Client Relations Analyst 4-40 Insurance License

The Client Relations Analyst works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs and help create effective risk management solutions designed to meet clients’ financial goals. Qualifications:Strong analytical, research and problem-solving skillHigh attention to detailStrong verbal and written communications skillsModerate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn