Insurance Implementation Associate

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is to process all life insurance applications, orders medical records, helps manage life insurance cases as back up, follow up on submitted policy requests, provides support with inforce business and assists Vice President and/or Manager with administrative duties.

Primary Responsibilities

• Document Management and Processing
  • Scan and upload all new insurance forms into Docupace.
  • Process all new Life and Disability Insurance applications.
  • Maintain accurate records and documentation for insurance applications and service requests.

• Policy and Service Support
  • Order and follow up on medical records related to insurance applications.
  • Submit and follow up on all pending business/service request forms, ensuring timely completion.
  • Manage follow up folders.
  • Assist with outside business (AIMCOR, Crump, CIA, and Standard) policy-related tasks.

• Suitability Process
  • Request and submit suitability forms to Cetera.
  • Enter policy numbers into Docupace.
  • Track and ensure suitability completion, including 30-day follow-ups.

• Administrative Support
  • Provide administrative assistance to the Vice President and Manager of Insurance Operations.
  • Serve as backup to the Manager of Insurance Operations when needed.
  • Communicated with the advisors and/or assistants regarding the status of their pending business.
  • Provides back-up to the Insurance Operations staff in our outside offices.
  • Provide occasional backup support to the receptionist when the main backup is unavailable.

Other duties may be assigned to meet the business needs

Essential Characteristics:

• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• This position requires demonstrated poise, tact and diplomacy.
• Must be able to interact and communicate with individuals at all levels of the organization.
• Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Education, Training & Experience:

• High School diploma
• Two or more years of experience in an office environment
• Working knowledge of life insurance—preferred, not required

Computer Equipment & Software:

•  Proficiency in the use of computer programs for:
  • Microsoft Office Suite
  • Databases
  • Spreadsheets
  • Access
  • Internet
• Proficiency in the use of office equipment:
  • Computer
  • Voice messaging systems
  • Fax
  • Photo copier
  • Typing of at least 50 wpm

Working Conditions: 

• This position requires working in an office environment.
• This position usually works a standard work week.
• This position rarely works overtime.
• This position rarely involves travel.

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.

Benefits & Incentives:

• Employer Paid Medical Insurance.
• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.