Insurance Operations Associate
About The Position
An insurance operations specialist will handle all insurance new business, servicing of existing book of business and setting current risk client annual meetings. The Insurance Operations Associate role may also include the following responsibilities: Utilizing the network illustration system for recommendation and review meetings for the advising team Maintain relationship with outside firm brokerage when outside business illustrations are necessary proactively scheduling client reviews, rescheduling meetings, confirming appointments, calling clients for birthdays and checking in for major life event changes Manage advisors LinkedIn messaging and inputting referrals to the firm Onboard new client insurance accounts, collecting required client information and documentation Schedules Insurance Exam medicals, client follow up included Contact clients to follow-up on outstanding forms, tasks, and other information. Enter new client or updated client data in CRM and other software systems. Underwriting management/monitoring and client communication via approved NM communication platforms Ordering/sending birthday cards and holiday gifts, organizing events. Policy Owner services: policy reconsideration requests, changes to beneficiary/payments, shortages, pre-screen for life/Disability insurance applications, calling for multi-life discount. Actively track and follow-up on new account onboarding and client service tasks Handle advisor post meeting case notes, process correspondence, and maintain client case files Gathering information for financial advisor’s meeting with client/prospect Preparing advisory annual review information
Requirements
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
- Health and life license required (or exam passed within 90 days of employment)
- Excellent oral and written communication skills
- Familiarity with Microsoft applications and data entry and information retrieval software
- Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to work in a fast-paced environment
- Ability to work both independently and in a team
- Ability to maintain confidentiality
- Continue insurance education through schools, academies, licenses, registrations and designations
Nice To Haves
- Series 6 licensing preferred (and Series 63 in applicable states) registration allows you to work with variable annuity, variable life and mutual funds
- Room for advancement within the firm
Responsibilities
- Handle all insurance new business
- Service existing book of business
- Set current risk client annual meetings
- Utilize the network illustration system for recommendation and review meetings for the advising team
- Maintain relationship with outside firm brokerage when outside business illustrations are necessary
- Proactively schedule client reviews, rescheduling meetings, confirming appointments, calling clients for birthdays and checking in for major life event changes
- Manage advisors LinkedIn messaging and inputting referrals to the firm
- Onboard new client insurance accounts, collecting required client information and documentation
- Schedules Insurance Exam medicals, client follow up included
- Contact clients to follow-up on outstanding forms, tasks, and other information.
- Enter new client or updated client data in CRM and other software systems.
- Underwriting management/monitoring and client communication via approved NM communication platforms
- Ordering/sending birthday cards and holiday gifts, organizing events.
- Policy Owner services: policy reconsideration requests, changes to beneficiary/payments, shortages, pre-screen for life/Disability insurance applications, calling for multi-life discount.
- Actively track and follow-up on new account onboarding and client service tasks
- Handle advisor post meeting case notes, process correspondence, and maintain client case files
- Gathering information for financial advisor’s meeting with client/prospect
- Preparing advisory annual review information
Benefits
- Competitive salary based on experience
- Health/Dental/Vision insurance
- 401(k)
- Paid time off
- Holiday paid time off
- Bonus opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
