Back to results: life insurance policy manager / illinois, US
Posted on: 17 Mar 2024
Job Location: Harristown, US
Job Description:
**Sales Concierge**
1333 Butterfield Rd. #600
Downers Grove IL 60515
Full Time
**Our Benefits**
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Short term disability
* Long term disability
* Basic Life Insurance $25K policy
* Voluntary Life Insurance (Employee, Spouse, Children)
* 401K/ROTH IRA
* Partnership with Life Time Fitness
* ADP LifeMart Perks (Discount on services such as travel, car rental, etc.)
* Gym access at Corporate
Location in Downers Grove
* Complimentary Breakfast
* Complimentary Snacks
* Complimentary Beverages
* Complimentary Apparel
**Job Description**
Our Sales Concierge will report to the Business Development Manager. The ideal candidate will want to gain knowledge and propel their career in the mortgage industry. This person has a positive attitude and works well in a team environment.
**Expectations:**
* Run Reports out of Encompass for new Credit Pulls.
* Track Preapproval offers.
* Connect with Clients on Social Media platforms. Connect with referral partners that meet with the LO or attend events.
* Manage Content being posted on Social Media Platforms.
* Run a pipeline report for LOs, LP1 and LP2.
* Assure closing gifts are delivered within two weeks of closing.
* Manage Jungo Automation messages, email campaigns, events, and testimonials.
* Provide Handwritten notes and gifts, when appropriate, to clients who provide leads.
* Manage all co-branded print advertising for any referral partnership on the team.
* Routinely call Agents and invite them to our events and close for a coffee meeting when they cant make it.
**Requirements**
**Essential Values:**
* Desire to grow your career in the mortgage industry.
* Proven customer service skills.
* Effective verbal and written communication skills.
* Proficient computer skills.
* Microsoft Outlook experience.
* Bachelors degree preferred.
**Qualifications**
Neighborhood Loans was established in 2009 by Reno Manuele and Tony Ameti the nationwide mortgage lender was founded to empower home buyers and owners through their entire purchase or refinance process.
With strategically place locations across the country we are dedicated to helping potential and current homeowners by providing a process-driven service that goes above-and-beyond industry standards.
Our rapidly growing team runs all operations in-house to maintain transparency and integrity until our borrowers mortgage needs are met, and they are completely satisfied with the transaction. We vow to be there for our borrowers every step of the way during and after the mortgage process.
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