Description (A stepping stone to getting series licenses) - Primarily responding to inbound calls related to insurance products and web portal. - Support clients and advisors with web portal navigation and account information updates - Assist clients and advisors with insurance product inquires - Assist with questions and education for employees, clients, and field partners regarding insurance forms and policies, and procedures - Act as a liaison for clients and advisors with business partners for problem-solving - Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with support staff, outside business partners, and/or QM to reach a resolution - Conducts insightful problem solving for clients taking the time to investigate the client’s current situation and ask questions to learn what course of action is in the client’s best interests - Follow up with clients when necessary to provide status updates and to close out service requests - Required to document details of all client and advisor interactions + Will need to have/get Life and Health License Skills Insurance Experience, Brokerage Experience, Financial Services experience, Call Center, Customer service, Life and Health License Top Skills Details Insurance Experience, Brokerage Experience, Financial Services experience, Call Center, Customer service Additional Skills & Qualifications has to get Life and Health license once onboarded, prefers for them to have it before Bachelor's Degree Experience Level Entry Level - this is a stepping stone into getting series licenses Pay and Benefits The pay range for this position is $45000.00 - $50000.00/yr. Employee Stock Ownership Plan (ESOP) o Option to contribute to a 401k accounto 16 Days of Paid Time Off, 10 holidayso 2 floating PTO days every yearo Full health, vision & dental coverageo 2 Days of Volunteer Paid Time Offo Tuition Reimbursement programo Hybrid work environmento Bank Mortgage Discount Programo Free Financial Planningo Free onsite- fitness center with exercises classes and personal training optionso Free basic life, short and long term disability, and an employee assistance programo Pet Insuranceo Paid parental and military leaveo contributes to your Health Savings Account for the high deductible medical plano Charitable services & volunteer opportunitieso Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractionso Robust Leadership Development program dedicated to leader development at every level of the organizationo In-house training courses ranging from leadership developer to health and wellness seminarso Mentorship programo Virtual learning opportunitieso Employee recognition programs and quarterly all employee luncheonso Yearly family & social eventso Dress For Your Day dress codeo Updated workspaceo Regular Employee Engagement surveyso Dedication to Diversity & Inclusion and Employee Resource Groupo And more!! Workplace Type This is a hybrid position in Fort Worth,TX. Application Deadline This position is anticipated to close on Aug 8, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.