Richard Wick Financial Services

Nationally recognized and industry leading Kalispell, Montana based Financial Services firm and district office is looking to add a dynamic individual to our team. The ideal team player will have an impeccable attention to detail, seek ways to improve & promote quality, enjoy challenges of multi-tasking and be a talented and creative problem solver. This is a well-suited opportunity to gain great exposure to comprehensive planning and our overall planning, investments, and insurance teams. If you’re ready to be a part of a great culture in a relevant fast paced and professional environment continue reading.

The Role

As an Insurance Operations Support team member, you will be an integral partner for our prospects and clients to help them through the insurance underwriting stages and processes. Key to this role is the ability to foster enduring relationships while utilizing the provided digital enhancing technology to deliver better outcomes for clients and deepening loyalty for generations.​

Things you will lead and drive

• Scrub and submit insurance applications and use technology to obtain all necessary signatures prior to submittal
• Correspond with our Home Office partners, team members and clients, on an as needed basis, to gather the information needed in the policy approval process
• Meet with clients to complete non-securities insurance related applications
• Actively participate in conservation of existing non-securities business
• Arrange medical, paramedical and any exams necessary for underwriting
• Provide 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
• Consult with clients on impact of changes to non-securities related products
• Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
• Attend weekly development and team meetings to advance industry mastery

What You Will Bring to the Team

• A strong sense of collaboration as part of a goal orientated team
• Ability to communicate effectively with individuals down the hall and around the community
• Resourceful and innovative while enjoying the challenge of problem solving
• Can adapt to shifting priorities in a fast-paced environment without missing a beat or a detail
• Comfortable working with various technologies and an efficiency zealot
• Demonstrated competencies in process and project management through anticipation of needs
• Excellent teamwork skills, including ability to be a thought leader as well as a thought doer.
• Demonstrated ability to handle the execution of confidential and time sensitive information.
• Excellent verbal and written communication skills with the ability to gain rapport and cooperation at all levels in our organization and home office.
• Excellent project management skills, including demonstrated ability to oversee execution of day-to-day and long-term business strategies and initiatives.

What we provide

• Engaging culture that takes pride in connection and community building
• A fulltime, 40-hour work week opportunity
• Pay is $50,000 (contingent on experience)
• PTO and holiday time off
• 100% paid Medical, dental and vision coverage
• Long-Term Disability and Life Insurance
• Matching 401k (coming soon)
• Paid for Industry Licensing (to include study time and exam course material)
• Laptop and systems needed to be effective and efficient

What you can expect from us

• We're strong, innovative, and growing with the backing of a company, Northwestern Mutual, that has over a 160-year history of doing what’s in the best interest of our client’s and our community.
• We invest in our people – providing opportunities for our team to grow themselves, their career and in turn, our business.
• We care – making a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about.
• We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

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

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

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

Ability to Commute:

• Kalispell, MT 59901 (Required)

Work Location: In person