Financial Services Associate 

Reports to: Director of Insurance

Status: Exempt

The Financial Services Associate is responsible for supporting Apollon Wealth Management Advisors with service and operational activities, within our Insurance Department. 

Duties:

• Process applications for life insurance, annuities, long term care, and disability insurance.
• Track cases through all phases of the underwriting process.
• Follow up as needed with clients, insurance carriers and third-party vendors.
• Order APS reports and medical exams
• Maintain client database records for cases and clients.
• Develop and maintain relationships with underwriters/new business managers at each carrier for most efficient processing.

Minimum Education:

• Bachelor’s Degree preferred

Skills and Experience:

• 1 year of experience
• Required Licensed in Life and Health
• Preferred background in insurance and/or finance.
• Ability to build rapport over the phone with multiple insurance carriers.
• Knowledge of industry and/or illustration software

Firm Requirements:

• Must maintain client confidentiality
• Ability to ensure compliance of firm’s policies and procedures
• Attention to detail with strong oral and written communication skills
• Ability to prioritize and multitask
• Strong interpersonal skills
• Strong organizational and documentation skills
• Creative, flexible, and persistent in completing tasks
• Strong initiative; ability to work independently
• Very experienced in MS Office Suite (Windows, Word, Excel, Email)