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Client Services Insurance Admin

Company: Freedom Wealth Adviosrs
Location: Ames
Posted on: January 4, 2022

Job Description:

Function:Insurance servicing and General Admin
Role Profile:This role's primary responsibility will be to support the Lead and Senior Advisors in the servicing of current and prospective client relationships. They will also work collaboratively with other team members and our home office to ensure efficient workflow and timely execution of client requests and administrative needs. This role may evolve over time to become more specialized depending on the team member's skill sets and aspirations.
Specific Responsibilities:

  • Client engagement: Ongoing communication, meeting follow up, new client onboarding
  • Organize and manage client information and paperwork
  • Develop various reports and analysis in preparation for client reviews
  • Development/Refinement of systems and processes to allow for effective and efficient workflow
  • Support and actively contribute to practice management, other team related initiatives
  • Provides open dialogue and feedback around ways to better serve clients
    Key Attributes:
    • Demonstrated ability to maintain effective working relationships with clients
    • Highly motivated and passionate about helping people
    • Operates with integrity: Striving to place client needs first and foremost
    • Strong critical thinking, analysis, and problem-solving skills
    • Ability to manage multiple diverse projects; handle a dynamic, fast paced work environment
    • Strong attention to detail with the ability to work with a high degree of accuracy
    • A desire for continued personal and professional development
    • Sets high personal performance standards; achieves results with a high level of autonomy
    • Articulate; strong written communication skills
    • Flourishes in a fun, flexible, and productive work environmentAbility to maintain confidentiality
      • 3-5 years of financial industry experience; basic range of financial services knowledge
      • Bachelor's degree
      • Possess or have the ability to quickly obtain Iowa Life and Health licenses
        • Competitive base salary and bonus
        • Paid time off
        • Group Health Plan
        • 401k with match and profit sharing
        • Covers licensing and continuing education cost
          Pay: $49,000.00 - $75,000.00 per year
          • 401(k)
          • Dental insurance
          • Health insurance
          • Paid time off
          • Vision insurance
            • Monday to Friday
              Supplemental Pay:
              • Bonus pay

Keywords: Freedom Wealth Adviosrs, Ames , Client Services Insurance Admin, Administration, Clerical , Ames, Iowa

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