Apply on Employer Site

Optimized Insurance Planning · 1 day ago

Planning Associate

Roanoke, TX

Full-time

Onsite

New Grad, Entry Level

Optimized Insurance Planning (OIP) is a national firm of experienced insurance planners dedicated to a client-centric experience. The Planning Associate will be a vital force in propelling OIP forward, directly contributing to the delivery of client-centric risk management solutions.

Financial ServicesInsuranceLife Insurance

Responsibilities

Collaborate closely with Financial Professionals to design and deliver customized insurance planning solutions that put clients first

Support the sales process from start to finish by preparing analyses, illustrations, and planning materials that power confident recommendations

Conduct research on insurance products, risk management strategies, and planning concepts to support innovative, well-informed solutions

Serve as a key point of coordination by maintaining accurate client records, CRM data, and documentation, ensuring a seamless client experience

Assist with client meetings, follow-ups, and ongoing relationship management, helping to build long-term trust and loyalty

Proactively manage workflows, deadlines, and deliverables to keep plans moving efficiently and professionally

Translate complex insurance and planning concepts into clear, client-friendly communication

Uphold Optimized Insurance Planning’s commitment to excellence by ensuring compliance, accuracy, and attention to detail in every interaction

Continuously learn and grow by staying current on industry trends, products, and best practices, contributing ideas that improve the team and client outcomes