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Client Services Insurance Admin

Company: Freedom Wealth Adviosrs
Location: Ames
Posted on: January 8, 2022

Job Description:

Function:Insurance servicing and General AdminRole 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 onboardingOrganize and manage client information and paperworkDevelop various reports and analysis in preparation for client reviewsDevelopment/Refinement of systems and processes to allow for effective and efficient workflowSupport and actively contribute to practice management, other team related initiativesProvides open dialogue and feedback around ways to better serve clientsKey Attributes:Demonstrated ability to maintain effective working relationships with clientsHighly motivated and passionate about helping peopleOperates with integrity: Striving to place client needs first and foremostStrong critical thinking, analysis, and problem-solving skillsAbility to manage multiple diverse projects; handle a dynamic, fast paced work environmentStrong attention to detail with the ability to work with a high degree of accuracyA desire for continued personal and professional developmentSets high personal performance standards; achieves results with a high level of autonomyArticulate; strong written communication skillsFlourishes in a fun, flexible, and productive work environmentAbility to maintain confidentialityQualifications:3-5 years of financial industry experience; basic range of financial services knowledgeBachelor's degreePossess or have the ability to quickly obtain Iowa Life and Health licensesBenefits:Competitive base salary and bonusPaid time offGroup Health Plan401k with match and profit sharingCovers licensing and continuing education costPay: $49,000.00 - $75,000.00 per yearBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus pay

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

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