Process client service requests and prepare documentation, correspondence, and follow-up communications
Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain current client records
Prepare, review, and submit current business applications
Monitor applications through underwriting and approval, following up on outstanding requirements
Provide advisors with updates on applications, service requests, and file status
Support advisor operations through meeting preparation, onboarding administration, and documentation coordination
Maintain organized electronic records compliant with privacy, regulatory, and internal standards
Support reporting, data tracking, and process improvement initiatives
Requirements
2+ years of administrative experience in insurance, wealth management, financial services, or benefits
Experience in Individual Insurance is a must
Strong working knowledge of Excel, DocuSign, and Copilot
Strong attention to detail
Ability to maintain accurate, complete,
and organized files
Core Competencies
Demonstrates expertise in processing client service requests and maintaining organized electronic records in compliance with privacy and regulatory standards. Proficient in coordinating with clients and internal stakeholders to support advisor operations and improve processes.