Associate Financial Representative- Insurance Operations Focused
The ideal candidate should be well organized, efficient, ability to multi-task, work independently yet collaborate with other team members. This person should have a friendly, outgoing personality while maintaining a high level of professionalism. This position requires extreme attention to detail and exceptional follow through skills.
Responsibilities Include:
- Prepare, review, and submit all life, disability, and long term care insurance applications
- Follow all insurance applications through underwriting, communicate with applicant’s in underwriting, and prepare applications for policy delivery
- Handle all incoming client service calls
- Take care of client billing and make sure all client policies are paid current, communicate with client’s if payments are not up to date
- Provide back up for investment operations to other Associate Financial Representatives located in the office.
Qualifications:
- College degree or equivalent work experience
- Health and Life Insurance license in the state of TN (must be obtained within the first 90 days of employment if not already licensed) Series 6 and 7 licenses are favorable.
- Ability to maintain a high degree of confidentiality and professionalism
- High degree of personal organization and time management skills
- Excellent written and verbal communication skills
- Ability to work independently, and take independent action to make sound decisions
- Strong technology skills to use all proprietary software, Microsoft Office Word and Excel
Location: Hybrid schedule- 4x a week in Nashville office
Salary: 70-85k
