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SalaryRole Profile:
This role’s primary responsibility will be to support the processing and servicing of insurance products. They will also work collaboratively with other team members and our home office to ensure efficient workflow and timely execution of client requests and administrative needs. This role may evolve over time to become more specialized depending on the team member’s skill sets and aspirations.
Specific Responsibilities:
- Track all stages of the insurance process
- Schedule medical exams
- Prepare and submit appropriate applications and follow-up with underwriter
- Oversee the underwriting process
- Manage client communication and client service pertaining to insurance
- Collect any outstanding reporting documents
- Oversee policy deliveries
Key Attributes:
- Demonstrated ability to maintain effective working relationships with clients
- Highly motivated and passionate about helping people
- Operates with integrity: Striving to place client needs first and foremost
- Strong critical thinking, analysis, and problem-solving skills
- Ability to manage multiple diverse projects; handle a dynamic, fast paced work environment
- Strong attention to detail with the ability to work with a high degree of accuracy
- Articulate; strong written communication skills
- Flourishes in a fun, flexible, and productive work environment
- Ability to maintain confidentiality
Qualifications:
- Required:
o Bachelor’s degree
o Possess or have the ability to quickly obtain Iowa Life and Health licenses
- Preferred:
o Financial services and/or insurance industry experience
o Prior Financial Advisor support experience
Benefits:
- Competitive base salary and bonus
- Paid time off
- Group Health Plan
- 401k with match and profit sharing
- Covers licensing and continuing education cost
Job Type: Full-time
Pay: $45,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
