Insurance Service Associate

Company: A Central Austin Wealth Management Firm
Location: Austin
Posted on: September 17, 2020

Job Description:

The role of the Insurance Service Associate is to help financial representatives increase productivity by providing administrative and service support for risk operations.Responsibilities include, but are not be limited to:Operations and Services SupportCommunication with clients to gather information needed to create applications and other documents needed for underwritingProcess service requestsMaintain compliant electronic client filesCommunicate with home office, clients and carriers to supply or obtain informationAnswer and direct telephone calls as appropriateHandle case notes, process correspondence and maintain client case files.Arrange medical, paramedical and any exams necessary for underwritingMaintain current client information for all product linesMonitor Daily Status Report (DSR) and expedite any additional underwriting requirementsPrepare policies for deliveryQualificationsEducation and Industry ExperienceBachelor's Degree preferred in business, finance and/or equivalent work experience.Life, Accident & Health insurance licenses required.Strong customer relationship and customer service skills.Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.Strong organizational and time management skills with the ability to set priorities and meet deadlines.Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment.

Keywords: A Central Austin Wealth Management Firm, Austin , Insurance Service Associate, Other , Austin, Texas