Chamberlain Group Financial Services · 1 month ago
Insurance Team Plan Administrator
Irvine, CA
Full-time
Onsite
Mid, Senior Level
$70K/yr - $100K/yr
5+ years expChamberlain Group is an independent financial services firm specializing in wealth management solutions. The Insurance Team Plan Administrator will provide administrative support primarily to the Insurance team, managing non-qualified plan administration, advisor support, and case and product design.
ConsultingFinancial ServicesInsuranceRisk Management
Responsibilities
Complete annual and new participant enrollment
Develop and distribute participant statements
Complete and distribute monthly client reports
Complete and distribute corporate trustee reports
Upload client payroll data feeds to administrator website
Execute client invoicing including capacity review and premium applications
Implement policy allocations (new policies, and in force allocations)
Coordinate distribution elections between client and administrator
Receive, research, and respond to client inquiries and communications
Perform annual 101 (j) reporting
Schedule, prepare for and attend participant and corporate meetings
Facilitate legal and plan document installation and changes
Assist in preparation of client proposals and presentations
Participate in policy administration, including annual reviews and in force illustrations
Participate in annual hospital plan sustainability reporting, including in force illustrations
Provide clerical support including filing, copying, faxing, scanning and word processing
Prepare reports and correspondence by taking minutes and distributing as appropriate
Conduct research, compile data as requested by team members
Assist with client statement and document requests
Participate in Chamberlain Group meetings, training, and events
Participate in industry meetings for the purpose of continuing education and personal growth
Develop and document policies and procedures on an ongoing basis
Complete life insurance carrier and product research
Execute illustration software usage and perform regular updates
Conduct fiduciary analysis on new prospect existing life insurance policies
Prepare life insurance preliminary and final plan and policy design
Facilitate non-qualified plan and product design
Perform expected and received commission tracking
Check issued policies for accuracy and compile sensitivity and volatility for delivery
Participate in client meetings as requested by advisors to explain product and plan specifics
Develop and maintain relationships with clients and vendor contacts
Qualification
Required
Strong work tenure: 5+ years in life insurance - marketing support, and/or advisor support
BA/BS degree in Business, Finance or related
Measured competency in mathematics and financial spreadsheets
Knowledge of life insurance products and marketing techniques
Ability to network and foster relationships with insurance carriers
Ability to deal with sensitive and confidential data, with tact and diplomacy
Ability to use personal discretion in a responsible and thoughtful manner
Strong initiative, critical thinking, flexibility, accountability
Strong attention to detail with ability to organize, prioritize, and manage multiple tasks
Platinum-level written, verbal, and interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors
Ability to work autonomously and perform well under pressure
Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs
Willingness to pursue industry licenses and designations as directed
Must be available to travel occasionally
Preferred
Advanced degree (MBA, CLU, CFP, FLMI) a plus
Benefits
Performance bonus
Health, dental and vision insurance
401(k)/Profit Sharing
Paid holidays
Paid time off
Company
Chamberlain Group Financial Services
Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Kiley
CEO
Recent News
GlobeNewswire
2026-01-07
AIM Group
2025-12-06
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