Overall Function

The assistant insurance coordinator’s primary function is to oversee the insurance application process and assist with servicing insurance clientele to ensure an elite client experience on a daily basis. Responsibilities include but are not limited to:

Support

· Process correspondence and maintain client case files.

· File new statements, account forms and other insurance/investment-related materials

· Answer and direct telephone calls as appropriate

· Input data, print proposals and gather information at direction of supervisor

· Contact clients to confirm receipt of forms or request return of completed form and maintain current client information

· Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements

· Communicate with home office to supply or obtain information

· Prepare policies for delivery

· Complete and review insurance applications, conversions and policy changes for completeness and accuracy

· Arrange medical, paramedical and any exams necessary for underwriting

· Provide current status and account values for non-securities related accounts

· Contact and advise clients regarding late payments and other non-securities sales and service related issues

· Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

Qualifications

· Bachelor's or Associate's degree with equivalent experience

· Health and Life licensed or gain licensing within 12 months of employment

· Financial Service or Insurance industry experience preferred

· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

· Excellent oral and written communication skills

· Familiarity with Microsoft applications and data entry and information retrieval software

· Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to proactively identify what needs to be accomplished and take action as appropriate

· Has interest in learning on a continuous basis

· Ability to embrace change and work in a fast-paced environment

· Ability to work both independently and in a team

· Ability to maintain confidentiality

Starting salary is $45,000 based on experience. PTO, paid holidays, health insurance, dental insurance and vision insurance offered.

Job Type: Full-time

Pay: $45,000.00 - $53,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person