Job Title: Insurance Advisor & Client Account Manager Location: In-office (4 days/week) – Local candidates only Employment Type: Full-time We’re looking for a detail-oriented and proactive Insurance Advisor & Client Account Manager to support our operations and client relations. This role sits at the center of our new business workflow—coordinating with third-party vendors, supporting advisor (broker) partners, and ensuring a smooth experience from case submission through completion. This is a great opportunity for someone with strong organizational skills and a background in insurance or financial services who enjoys problem-solving, communication, and keeping processes on track. What We Offer • Collaborative, team-oriented environment • Opportunity for growth and professional development • Exposure to multiple facets of the insurance and advisory business Base salary of $60,000 plus annual bonus, and benefits stipend for health insurance. If you’re someone who thrives on organization, enjoys helping others succeed, and wants to grow within the insurance space, we’d love to hear from you. Responsibilities: • Oversee and manage relationships with third-party case management vendors • Monitor case progress to ensure timely updates and completion • Troubleshoot and resolve issues related to new business submissions • Serve as a point of contact for advisor (broker) partners, providing responsive and solutions-oriented support • Run basic insurance illustrations and assist with proposal preparation • Handle light client service tasks, ensuring a high-quality client experience • Maintain accurate records and documentation across systems Qualifications: • Professional experience (insurance, financial services, or related field preferred) • Strong organizational skills and attention to detail • Excellent communication and interpersonal skills • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment • Problem-solving mindset with a proactive approach • Comfortable working in the office 4 days per week (local candidates only) Preferred (but not required) • Prior experience with any type of insurance (life, health, annuities, etc.) • Familiarity with illustrations or case management systems Licensing • An insurance license is not required to start, but the willingness to obtain licensure over time is expected (support will be provided) Compensation: $60,000

• Oversee and manage relationships with third-party case management vendors • Monitor case progress to ensure timely updates and completion • Troubleshoot and resolve issues related to new business submissions • Serve as a point of contact for advisor (broker) partners, providing responsive and solutions-oriented support • Run basic insurance illustrations and assist with proposal preparation • Handle light client service tasks, ensuring a high-quality client experience • Maintain accurate records and documentation across systems