Will Loeffler
About Will Loeffler
Will Loeffler is a Relationship Manager at Concourse Financial Group in Birmingham, Alabama, where he has worked since 2021. He has a background in customer service and case management, having previously worked at Protective Life for five years and studied Consumer Sciences at the University of Alabama.
Work at Concourse Financial Group
Will Loeffler has served as a Relationship Manager at Concourse Financial Group since 2021. In this role, he provides customer service support to Financial Advisors and clients, facilitating communication between customer service representatives and processing units. He assists clients in navigating and understanding in-house system applications, ensuring a smooth experience for all stakeholders involved.
Previous Experience at Protective Life
Prior to his current position, Will Loeffler worked at Protective Life for five years, from 2016 to 2021, as a Case Manager Consultant. His responsibilities included managing client cases and providing support throughout the process. He also held the position of Mail Services Representative at Protective Life from 2015 to 2016, where he contributed to the organization’s mail handling operations.
Early Career at TWO MEN AND A TRUCK®
Will Loeffler began his career as a Driver/Mover at TWO MEN AND A TRUCK® in 2011, where he worked for three months. This early experience provided him with foundational skills in customer service and logistics.
Education and Qualifications
Will Loeffler studied at the University of Alabama from 2011 to 2014, earning a Bachelor of Human Environmental Sciences with a concentration in Consumer Affairs. He also attended Florida Gulf Coast University from 2009 to 2011. His educational background has equipped him with knowledge relevant to his roles in customer service and relationship management.