Practice Coordinator

North Star Resource Group•Minneapolis, MN

9d•Onsite

About The Position

This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Practice Coordinator, you will be a vital piece of the advisor’s practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned.

Requirements

Four-year degree or equivalent work experience
Strong computer skills
Microsoft Office Suite experience preferred
Excellent verbal and written communication skills
Uphold confidentiality of information that aligns with company’s core values
Ability to coordinate multiple tasks and priorities
High attention to detail

Nice To Haves

Good organizational and demonstrated problem solving skills
Knowledge of insurance/ financial services industry
Life/Health licensing

Responsibilities

Completing and leading the daily operations of the advisor's practice.
Determining resolutions for complex situations.
Leveraging relationships with outside carriers and internal department specialists.
Mastering internal computer systems.
Other tasks as assigned.