Drive estate insurance excellence as a Management Associate. Manage client interactions, ensure regulatory compliance, and optimize services to strengthen insurance sales metrics.
Your role will focus on supporting advisors by ensuring high-quality service delivery in estate and insurance contexts. You'll analyze data for insights and collaborate with various stakeholders to further business goals while upholding compliance requirements.
Key Responsibilities: • Oversee service delivery and client satisfaction • Build relationships through client acquisition • Analyze data for insights and recommendations • Address client service issues in a timely manner • Contribute to communications and marketing efforts
Requirements: • 3-5 years relevant experience in the field • Valid life insurance license required • Advanced knowledge of administrative processes • Familiarity with financial and retirement planning • Robust problem-solving and communication skills
Bring your skills to this impactful role in estate insurance, focusing on compliance and client success. #J-18808-Ljbffr