What are the responsibilities and job description for the Insurance and Client Service Coordinator position at Ascend Wealth Management?
Job Title: Insurance and Client Service Coordinator
Location: Overland Park, KS
Overview:
We are a growing, client-focused financial planning firm dedicated to helping individuals and families achieve their financial goals. As part of our comprehensive planning process, we assist clients with life, disability, and long-term care insurance solutions designed to protect their financial future. We are seeking an organized, detail-oriented professional to manage the insurance underwriting process and deliver an exceptional client experience from application through policy placement.
The Insurance & Client Service Coordinator serves as the primary point of contact for clients throughout the insurance underwriting process. This individual will oversee the completion and submission of insurance applications, coordinate with carriers and underwriting teams, proactively communicate with clients, and ensure a smooth and efficient experience from start to finish.
In addition to underwriting coordination, this role will support ongoing insurance servicing needs and provide general administrative and client service support.
Key Responsibilities:
- Manage the insurance underwriting process, providing real time updates to clients and team members, from application completion to policy delivery
- Provide exceptional service and support for existing insurance policy changes and ongoing servicing needs
- Serve as a primary point of contact for clients, ensuring timely, accurate, and professional communication
- Maintain internal systems, workflows, and documentation to ensure operational consistency
- Support compliance-related administrative processes and recordkeeping
Qualifications:
- Exceptional verbal and written communication skills.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- High attention to detail and commitment to accuracy.
- Professional, client-focused demeanor.
- Proficiency with Microsoft Office applications and CRM systems.
- Ability to work independently while collaborating effectively with a team.
- Life and Health Insurance license, preferred
- Experience in insurance operations, underwriting, case management, financial services, or client service, preferred
Why Ascend Wealth Management:
- Semi-Annual Community Service Days
- Employer Sponsored Continuing Education and Professional Development
- Competitive Base Pay with Personal Development Bonus and Team Bonus Potential
- Comprehensive Benefits package for Full-Time Team Members:
- Employer-subsidized Health Insurance
- Employer-paid Vision and Dental Insurance
- Employer-paid Life and Long-Term Disability Insurance
- 401(k) with Employer Matching Contributions, potential Profit-Sharing Contributions