Insurance Administrator
Full-time
Wiegers Financial & Benefits
Support Exceptional Client Service
Deliver timely, accurate, and professional service to clients, ensuring insurance inquiries and requirements are handled efficiently and with care
Manage and process in-force insurance service inquiries and requests
Respond to client questions and help ensure they receive clear information and appropriate support
Provide compassionate and professional service during sensitive situations, including insurance claims and death claims
Build trusted relationships through reliability, discretion, follow-through, and a client-first approach
Process insurance applications, including data entry, follow-up on outstanding requirements, and policy delivery
Complete and process insurance and segregated funds applications accurately and efficiently
Maintain accurate and complete client and policy information within our CRM system
Track outstanding requirements and help keep applications and service requests moving forward
Support insurance cases throughout the sales, underwriting, policy delivery, and ongoing service lifecycle
Ensure documentation and processes meet internal standards and regulatory requirements Support Our Financial Advisors
Provide proactive administrative support to Financial Advisors throughout the insurance process
Assist with insurance quotes and respond to questions during the sales and underwriting process
Keep advisors informed of case developments, outstanding requirements, next steps, and important updates
Anticipate administrative needs and take initiative to help cases progress efficiently
Help advisors deliver a seamless, professional experience to their clients Work With Insurance Carriers and Our Team
Communicate with insurance carriers regarding applications, underwriting, policy service, and other insurance matters
Vacancy posted 1 day ago
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