• Provide quality customer service and professional expert advice to clients • Proactively conduct renewal reviews to ensure customer retention targets are met • Handle outbound calls to existing clients for renewal review as necessary • Liaison with insurers, building and maintaining relationships • Administer, support and complete policy changes within our company partner’s portals and websites • Review policies and make recommendations as required • Adhere to the underwriting criteria set out by our broker partners • Coordinate and follow up on client documents • Respond to incoming calls and service customer needs • Give claims advice to clients, report claims, follow up on claims • Strong Ability to multitask, prioritize, and manage time effectively

Role Description Spieldenner Financial Group is a financial services company serving mid-market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life. We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy, critical illness, disability, or death make an unwelcome entry into their lives. We are currently hiring both Entry Level and Licensed Insurance Enrollment Specialists to help the families who have requested our assistance. We offer industry leading compensation, support and advancement opportunities to attract, retain, and develop quality people into highly trained specialists that are growing with our company for the long term. Qualifications - Coachable - Hard worker eager to learn how to be a high value pro - Willing to grow and challenge yourself personally and professionally - Self-disciplined to maximize a flexible schedule Requirements - Ready to get trained, get paid, and most importantly GET FREE Benefits - Industry leading compensation - Support and advancement opportunities Company Description We put the future back in your hands by empowering you to get the most out of your career while keeping your family life central. ***No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Role Description We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income helping our clients who have asked for our help with life insurance backed products. - Agents usually help 3 - 5 families each week. - Average earnings of $300 - $500 for each family they help. - Occasional travel for work for in-person conferences. - If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. Qualifications - Disciplined, honest, confident, and passionate about helping people achieve their financial goals. Requirements - Must be licensed in life products or willing to get licensed. - Must have a computer and phone to service the clients. - Internet connection is a must. - Must be a US citizen. Benefits - Training. - Mentorship. - Lead system for getting in front of clients.

• Responsible for the monitoring and management of the insurance exception report • Assist with internal vendor insurance audits, compliance, and document management • Confirm reporting and data integrity • Work directly with the Insurance Operations Manager, Asset Managers, Escrow Managers, and Closers to provide and maintain insurance coverage integrity for the BWE loan portfolio • Satisfy Exception (material and non-material) and Expiration Lists • Manage data integrity provided internally as well as from Agents and Borrowers including mortgagee clauses, Lender requirements, insurable values • Assist with Lender and Internal Compliance Audits which may include Fannie, Freddie, Fitch or quarterly audits or insurance audits • Manage own portfolio • Provide insurance guidance and support acting as an insurance subject matter expert to servicing, production, and senior management as needed • Partner effectively with the Asset Managers, Closers, and Escrow Managers to help maintain the integrity of the insurance coverage for the portfolio.