Lead Advisor · 8 hours ago
Insurance Operations Associate
Indianapolis, IN
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $61K/yrLead Advisor, LLC is a leading comprehensive private wealth management firm committed to providing tailored financial solutions. The Insurance Operations Associate specializes in client service and processing risk products, ensuring efficient operations to support financial advisors in building client relationships.
ConsultingInformation TechnologySecurity
Responsibilities
Work with prospects/clients to complete insurance applications and arrange medical, paramedical, and any exams necessary for underwriting
Preparing and processing all paperwork needed for investment/advisory accounts
Prepare and distribute Investment Services related forms to prospects and existing clients
Prepare and review insurance/annuity applications, conversions, and policy changes for completeness and accuracy
Prepare and review NMIS forms for completeness
Arrange medical, paramedical, and any exams necessary for underwriting
Maintain current client information for all insurance product lines
Process insurance premium payments through investment fund management as needed
Prepare insurance paperwork for Advisors and the Planning Team that will be needed for client meetings
Process incoming insurance service requests from clients: address changes, bank change information, loan requests, ISA service inquiries, etc
Maintaining an efficient system for account follow-ups and service requirements
Qualification
Required
Bachelor's degree
Passionate and highly motivated self-starter
Excellent oral and written communication skills
Strong critical thinking, financial analysis, and problem-solving skills required
Ability to manage multiple diverse projects and assignments in a timely and quality manner
Strong attention to detail with the ability to work with a high degree of accuracy
Demonstrated ability to maintain effective working relationships with clients
Ability to embrace change and work in a fast-paced environment
Able to work both independently and in a team
Ability to maintain confidentiality
Preferred
Indiana Life and Health Insurance License preferred or obtainable within six months of hire date
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
Founded in 2017
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase