Insurance Associate/Licensing Specialist

Cerity Partners•Louisville, KY

3d•$60,000 - $90,000

About The Position

Primary Responsibilities Process client request forms including, but not limited to: Beneficiary Change Name, Ownership, or Address Change RMD processing EFT set up for premium payments Death Claims, emailing death certificate to carrier Manage firm database of licensed and certified advisors Review and monitor all insurance licenses for advisors to keep current and active Manage and handle all new agent licensing responsibilities Monitor when CE is due for an advisor, inform them, update spreadsheet when course completed. Follow required departmental checklists and procedures. Check and scan mail daily Retrieve carrier statements for commissions when required Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems. Communicate with advisors, carriers and agencies via telephone or email. Provide excellent and friendly customer service to our clients and advisors Maintain records in Salesforce and BOX Qualifications: Bachelor’s degree preferred Prior experience in the insurance industry, including insurance licensing, preferred Strong time management and organizational skills Excellent written and verbal communication skills, with the ability to clearly and concisely convey information and tailor messaging to the intended audience High attention to detail with a strong commitment to accuracy Exceptionally organized and consistently professional in all interactions Proven ability to work effectively under pressure, manage multiple tasks, and prioritize responsibilities Ability to collaborate successfully in a team-oriented environment Demonstrated commitment to maintaining confidentiality and handling sensitive information appropriately Proficient in the use of email, internet resources, and Microsoft Office applications (Word, Excel, Outlook) Compensation Range: $60,000 - $90,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Requirements

Strong time management and organizational skills
Excellent written and verbal communication skills, with the ability to clearly and concisely convey information and tailor messaging to the intended audience
High attention to detail with a strong commitment to accuracy
Exceptionally organized and consistently professional in all interactions
Proven ability to work effectively under pressure, manage multiple tasks, and prioritize responsibilities
Ability to collaborate successfully in a team-oriented environment
Demonstrated commitment to maintaining confidentiality and handling sensitive information appropriately
Proficient in the use of email, internet resources, and Microsoft Office applications (Word, Excel, Outlook)
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Bachelor’s degree preferred
Prior experience in the insurance industry, including insurance licensing, preferred

Responsibilities

Process client request forms including, but not limited to: Beneficiary Change Name, Ownership, or Address Change
RMD processing
EFT set up for premium payments
Death Claims, emailing death certificate to carrier
Manage firm database of licensed and certified advisors
Review and monitor all insurance licenses for advisors to keep current and active
Manage and handle all new agent licensing responsibilities
Monitor when CE is due for an advisor, inform them, update spreadsheet when course completed.
Follow required departmental checklists and procedures.
Check and scan mail daily
Retrieve carrier statements for commissions when required
Complete agent terminations by sending letters and terminating agent record and state appointments in all required systems.
Communicate with advisors, carriers and agencies via telephone or email.
Provide excellent and friendly customer service to our clients and advisors
Maintain records in Salesforce and BOX