19 Apr
Associate Financial Representative
Montana, Missoula , 59801 Missoula USA

Vacancy expired!

The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative in building his/her practice and client relationships. This person will train to be the health insurance expert in the office and cross-train as the support staff for all other business items. This person is the liaison between home office, the financial representative, and clients and the liaison between the financial representative and group health insurance clients. The AFR ensures the continuation of an efficient, effective, and organized office, and answers directly to the Director of Operations (DO).

Full Time: Monday - Friday, 8am - 5pm

Pay: $14 - $17/hourly

Specific responsibilities may include, but are not limited to:

HEALTH INSURANCE SUPPORT

 Create and maintain group client records: renewal dates, CRM files, product selections, spreadsheets, proposals, etc.

 Prior to group client meetings, generate or request proposals with/from HI companies, develop proposal spreadsheets, and prepare proposal documents and enrollment applications.

 Assist new group clients with the enrollment process, coordinate with HI companies, process new enrollments and renewals.

 Maintain HI company contact information, spreadsheets, plan information, and application support items.

 Assist group clients with periodic service-related inquiries, such as insurance changes, enrollments, claims, member card requests, billing complaints, etc.

 Spearhead group renewal process by tracking renewal dates, communicate with client two months in advance, identify any changes, process renewal documents, serve as liaison between client and insurance company(ies), and provide clients with final resources and confirmations, as necessary.

 Check in with all group clients quarterly.

GENERAL SUPPORT

 Answer and direct incoming phone calls.

 Assist in monitoring mail and incoming faxes.

 Maintain office supplies for the team.

 Assist in maintaining the financial representative’s calendar, schedule appointments as appropriate, and make appointment reminder phone calls.

 Assist in preparing materials for client meetings, professional events, and marketing events, as necessary.

 Maintain or update supplies, saved digital files of current insurance, and investment related marketing materials.

 Serve as a backup for team members as appropriate.

CLIENT SERVICE SUPPORT

 Run monthly Age Change/Birthday Reports, make calls, and schedule appointments for Financial Representative.

 Add referrals to CRM, update information as appropriate, and schedule initial phone calls for FR, or delegate to support staff and oversee.

 Handle meeting notes, process correspondence, and maintain client case files.

 Communicate with home office as needed to supply or obtain information.

 Initiate and perform sales calls for non-variable Additional Purchase Benefits (APB) and term conversions.

 Contact clients to confirm receipt of forms or request return of completed forms, including applications.

 Create illustrations for non-securities-related products as needed.

 Arrange medical/paramedical and any exams necessary for underwriting.

 Review insurance applications, conversions, and policy changes for completeness and accuracy.

 Submit applications and supporting documentation to Home Office for processing.

 Maintain Daily Status Report (DSR) and expedite any additional underwriting requirements by obtaining additional information for Home Office Underwriting from clients/prospects as needed.

 Create planning illustrations and proposals at the direction of the DO or FR.

 Handle client correspondence for insurance, securities, and advisory related services, at the direction of the DO or FR.

 Provide current status and account values for securities and non-securities-related products.

 Contact/advise clients regarding late payments and other sales/service-related issues.

 Keep detailed records and notes of all client-related interactions.

 Process incoming securities and insurance service requests from clients: address changes, bank change information, loan requests, and ISA service inquiries.

QUALIFICATIONS

 Health and Life license required within 6 months of employment.

 Complete series 6 investment licensing within 1 year of employment.

 Associate Agent Contract required upon hire.

 Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.

 Excellent oral and written communication skills.

 Familiarity with Microsoft applications, data entry, and information retrieval software.

 Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines.

 Strong attention to detail with an ability to work with a high degree of accuracy.

 Ability to proactively identify what needs to be accomplished and take action as appropriate.

 Is driven to learn on a continual basis.

 Ability to embrace change and work in a fast-paced environment.

 Ability to work independently and in a team.

 Ability to maintain confidentiality and exercise discretion.

Vacancy expired!


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