Insurance Operations Associate
Quick Apply Full-time 3 hours ago Full Job Description Insurance Operations Associate Our client, a wealth management and financial planning practice, is looking for a Service Advisor focused on Insurance Operation to help the team run an efficient practice.
The right candidate will have a take-charge attitude and will thrive in a fast-paced environment.
Management of insurance operations requires significant attention to detail, strong organizational skills, and enjoying frequent client interaction to provide a world class client experience.
Client Experience Duties:
New Client Onboarding:
Creating illustrations, processing insurance applications, guiding clients through the underwriting process and communicates with clients about next steps in the process Respond to client inquiries in a professional manner Process client service requests (e.
g.
address changes, beneficiary changes, benefit updates, etc.
) Follow-up to ensure all client service is completed Serve as a liaison between the clients and the insuring company Schedule medical exams and coordinate Attending Physician Statements Keep team up to date on application and client statuses Assist with the group benefits service and annual renewals Help on various projects
Qualifications:
Bachelor's Degree required Preferred financial services and insurance experience - Life and Health Insurance license preferred (or must obtain in first 90 days) High attention to details and organizational skill Superior verbal and written communication skills Capable of working interdependently with others and effectively providing feedback to team members Salary:
$55k-60k Pay:
$55,000.
00 - $60,000.
00 per year
Benefits:
401(k) Health insurance Vision insurance Contract type:
Permanent Weekly day range:
Monday to Friday Work setting:
Hybrid remote Ability to commute/relocate:
Norcross, GA:
Reliably commute or planning to relocate before starting work (Required) Education:
Bachelor's (Required) License/Certification:
Insurance Producer License (Preferred) Life Insurance License (Preferred) Life accident and Health License (Preferred) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
The right candidate will have a take-charge attitude and will thrive in a fast-paced environment.
Management of insurance operations requires significant attention to detail, strong organizational skills, and enjoying frequent client interaction to provide a world class client experience.
Client Experience Duties:
New Client Onboarding:
Creating illustrations, processing insurance applications, guiding clients through the underwriting process and communicates with clients about next steps in the process Respond to client inquiries in a professional manner Process client service requests (e.
g.
address changes, beneficiary changes, benefit updates, etc.
) Follow-up to ensure all client service is completed Serve as a liaison between the clients and the insuring company Schedule medical exams and coordinate Attending Physician Statements Keep team up to date on application and client statuses Assist with the group benefits service and annual renewals Help on various projects
Qualifications:
Bachelor's Degree required Preferred financial services and insurance experience - Life and Health Insurance license preferred (or must obtain in first 90 days) High attention to details and organizational skill Superior verbal and written communication skills Capable of working interdependently with others and effectively providing feedback to team members Salary:
$55k-60k Pay:
$55,000.
00 - $60,000.
00 per year
Benefits:
401(k) Health insurance Vision insurance Contract type:
Permanent Weekly day range:
Monday to Friday Work setting:
Hybrid remote Ability to commute/relocate:
Norcross, GA:
Reliably commute or planning to relocate before starting work (Required) Education:
Bachelor's (Required) License/Certification:
Insurance Producer License (Preferred) Life Insurance License (Preferred) Life accident and Health License (Preferred) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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