Benefits :

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

Wilkinson Financial is seeking a Licensed Insurance Associate to join our team. The selected candidate will join a small, high producing investment and insurance team that has been in business with Northwestern Mutual for 32 years.

A Licensed Insurance Associate specializes in client service and processing of insurance applications and ensuring the maintenance of an efficient and compliant office.

They are liaison between the home office, financial advisor and clients.

Responsibilities for the role include but are not limited to the following :

Support

• Maintaining financial representative’s calendar, including scheduling reviews and follow up appointments
• Responding to home office inquiries, client phone calls and emails
• Working with team to prepare files for client meetings
• Handle case notes, processing correspondence, maintaining client case files, account forms and other insurance and investment related materials

Processing

• Preparing and processing paperwork needed for insurance accounts
• Submitting individual insurance for underwriting and tracking throughout process to ensure timely and efficient issuing of policy
• Submitting Group Disability insurance for underwriting and tracking throughout process to ensure timely and efficient issuing of policy

Client Service

• Corresponding with clients to handle insurance related service issues
• Maintaining daily system for insurance follow-ups and service requirements
• Servicing existing book of Group Disability business
• Tracking Group Disability claims

Qualifications

• Florida Life and Health Insurance Licensed (2-15) required
• Financial Service or Insurance industry experience require
• Demonstrated ability to maintain effective working relationships with clients
• Excellent oral and written communication skills
• Able to practice active listening and communicate in a direct manner
• Ability to manage multiple diverse projects and assignments in a timely and quality manner
• Ability to embrace change and work in a fast-paced environment
• Able to work both independently and on a team

Last updated : 2024-04-27