The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients
Job Summary
The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients.
Primary Responsibilities include supporting Brokerage Sales Representatives with various tasks, answering agent/broker questions, fulfilling literature requests, generating illustrations and quotes, and educating agents/brokers on underwriting requirements.
Benefits include Medical/Dental/Vision Insurance, 401(k) Retirement Plan, Paid Holidays, PTO, Community Service PTO, FSA/HSA, Life Insurance, and Short-Term and Long-Term Disability.
Matching Summary
The purpose of the role is to partner with financial advisors to coordinate and expedite Life, Disability, Long-Term Care Insurance, and/or Annuity business for clients.
Salary
$65,000 - $70,000
Skills & Requirements
Must-have
Life Insurance Product Knowledge
Disability Insurance Product Knowledge
Long-Term Care Insurance Knowledge
Annuity Product Knowledge
CRM System Proficiency
Underwriting Requirements Interpretation
Nice-to-have
Relationship Building with Agents
High Attention to Detail
Customer Service Oriented
Dynamic Environment Adaptability
Key Requirements
Minimum 1 year administrative support to life insurance agents