Insurance Associate

Our client, a financial advisor specializing in wealth management for high-net-worth clients, is seeking an Insurance Specialist in their Life, Long-term Care, Annuity, and Disability area. This is a full-time position with outstanding benefits. This role is hybrid and the office is in Midtown, so candidates should be local to Atlanta

Summary

Part of a small team responsible for the growth and development of these insurances through partnerships with internal teams (operations, client care, financial planners, and advisors) and external strategic relationships (broker general agents, insurance carriers). Ideal candidate will have attention to detail, ability to create efficiencies, have the mindset to work across a variety of teams, and foundational knowledge of insurance products/industry. This role reports to the Director of Life, Long-term Care, Annuity & Disability Insurance.

Primary Function

Support life, disability, LTC, annuity and PPLI sales and policy servicing to include coordination of procedures with internal teams of operations, client care, and financial planning.

Reconcile product commissions.

Provide assistance with new account setups and the management of existing accounts. Review product illustrations and policies, capture & summarize critical product data for ongoing policy servicing.

Maintain up to date knowledge of product features, underwriting processes, and policy servicing.

Communicate high level overviews of process, products, underwriting and service options to clients and internal teams.

Establish and maintain strong working relationships with internal and external partners and strategic relations, leverage their skillsets to increase efficiencies and enhance the client experience.

Project management as assigned, may include projects to utilize current technology to streamline overall department efficiencies. Qualifications

2+ years of financial industry experience PLUS a college degree in Risk Management, Insurance, or similar field.

Or 5+ years of experience working with advisors within the financial services industry.

Life and health licensed preferred â can be working toward it or obtain it after hire. Additional accreditations such as CFP, CLU or ChFC are helpful but not required.

Foundational knowledge of annuity, life, LTC and disability products, underwriting, and case management.

Sharp analytical and problem-solving skills; ability to “roll-up your sleeves” and assist teams in meeting deliverables.

Stresses critical thinking and logic when problem-solving; can think creatively and “out of the box”.

Organizational and time management skills; ability to manage multiple priorities.

Proficiency with Microsoft Office required. Knowledge of CRM (Salesforce) helpful and industry technology such as, ipipeline, firelight or annuitynet is a plus. Salary $75,000-95,000. Final determination of salary will be based on an evaluation of experience, education, licenses, budget, etc.