Job Summary:
We are seeking an insurance operations professional who specializes in client service. This team member will ensure the maintenance of an efficient and organized office that allows the advisor(s) and other team members to focus on his/her energy on building client relationships and similar work.

Duties:
- Performs all insurance underwriting for the team
- Handles client service requests
- Assists advisor(s) with new in-force illustrations when needed
- Communicates with advisors and sometimes clients on underwriting and insurance updates
- Assists advisor(s) in scheduling client meetings, calendar organization, prep work for meetings, etc.

Qualifications:
- Professional work experience and bachelor's degree
- Local to Cincinnati/Northern Kentucky area

You could be the right for this opportunity if you have:
- Excellent time-management skills
- Administrative duty experience
- Licensed or gain licensing (Life/Health) within 6 months of employment
- Demonstrates organizational and time management skills
- 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 work both independently and on a team
- Ability to maintain confidentiality

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Ability to Commute:

• Cincinnati, OH 45209 (Required)

Ability to Relocate:

• Cincinnati, OH 45209: Relocate before starting work (Required)

Work Location: In person