Search the 5 jobs at Level Four Group, LLC

The Annuity Case Manager oversees the new business process for insurance applications, engaging with agents, carriers, and internal teams. Responsibilities include reviewing applications, communicating statuses, moving applications forward, and maintaining client relationships to ensure timely processing and a positive experience.

The SQL & Salesforce SOSQL Admin/Developer will collaborate with business and development teams to analyze and prioritize technology requests, focusing on data management, SQL development, and utilizing Salesforce and Oracle platforms. Responsibilities include data intake, cleansing, reporting, and maintaining data integrity while recommending enhancements for efficiency.

The Commissions Processing Associate will manage commission payments, enhance process efficiency, and ensure accuracy by inputting and reconciling commission data while addressing internal queries. This role involves using accounting systems and Excel extensively for report generation and maintaining fee schedules in the commission system.

The Client Services Associate will support the Atlanta wealth management team by managing client and advisor services, facilitating communication, and handling account paperwork. Responsibilities include managing calendars, processing requests, creating documents, and ensuring a high-quality client experience.

The Insurance Sales Representative is responsible for identifying new clients, understanding their insurance needs, and providing customized solutions. This role includes promoting insurance products, educating clients, reaching out to potential clients, and maintaining records of transactions and sales. A focus on building client relationships and driving revenue growth is essential.