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Berkowitz Pollack Brant Advisors + CPAs · 1 month ago

Insurance Assistant

Miami

Full-time

Onsite

Entry Level

1+ years exp

Provenance Wealth Advisors is a company committed to passion and customer focus. As an Insurance Assistant, you will support the Insurance Unit by managing administrative tasks and collaborating with Advisor teams to enhance client and advisor experiences throughout the insurance process.

AccountingConsultingCrowdfundingFinancial ServicesService Industry

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist with preparation and submission of insurance applications across multiple carriers

Track and maintain all insurance cases and activities using CRM systems and internal reporting tools

Coordinate medical exams and third-party requirements for underwriting

Run basic insurance illustrations (life, disability, LTC) and request advanced illustrations as needed

Ensure compliance with carrier guidelines, as well as State and broker-dealer regulation

Organize unit digital insurance files and ensure CRM records are complete and accurate

Monitor industry trends, product updates, and regulatory changes to ensure best practices and product suitability

Coordinate medical exams and application logistics with Advisor teams

Act as a point of escalation for Advisor team insurance service matters requiring deeper expertise or carrier coordination

Collaborate with Advisor teams to review open cases, illustration requests, and upcoming business opportunities

Partner with teams and other internal departments to ensure consistency and accuracy throughout the insurance process

Support a culture of accountability by meeting timelines and proactively updating stakeholders on task progress

Provide additional insurance support to the Insurance Unit as needed

Qualification

Active Florida 2-15 licenseInsurance experienceCRM systems proficiencyMicrosoft Office SuiteCommunication skills

Required

1–3 years of experience in insurance or related field

Active Florida 2-15 license (Life, Health, and Variable Annuity) or ability to obtain within the 1st year

Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Preferred

Associate or bachelor's degree preferred

Company

Berkowitz Pollack Brant Advisors + CPAs

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US.

Founded in 1980

Miami, Florida, USA

201-500 employees

http://bpbcpa.com

H1B Sponsorship

Berkowitz Pollack Brant Advisors + CPAs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2023 (2)

2022 (2)

2021 (2)