Job Description
Life Insurance Service Coordinator
Background:
Sapers & Wallack, a leading independent, full-service financial and insurance advisory firm, is looking for a Client & Office Support Specialist. For over 80 years, our sales associates work to build long term relationships with our customers, helping them navigate our full range of investment, insurance, executive benefits and employee benefit products and services. The primary role of the Client & Office Support Specialist is to help grow our business through supporting sales, servicing our clients and providing administrative support to achieve the firm’s initiatives.
Responsibilities:
Client Service Support
Assist with conducting policy reviews
Complete insurance summaries and policy status reports
Prepare and track premium invoicing and administration fees
Process policy changes
Order inforce illustrations
Correspond with carriers, clients and team to meet client expectations
Administrative Support
Salesforce database entry, reporting, maintenance and improvements
Outlook calendaring
Assist with pre and post-sale administrative duties as needed
Assist with creating client and/or prospect correspondence letters
Other office projects and team administrative support as needed
Requirements:
Bachelor degree
2+ years in life insurance industry preferred
Proficient in Microsoft Office products (Excel is a plus)
Basic industry knowledge of Life, Disability, LTC and Annuities preferred
Other Qualifications:
Motivated; highly organized with strong follow-up skills; excellent written and verbal communication skills and ability to speak with clients. Ability to switch gears if needed. Strong computer skills. Client management system knowledge (Salesforce experience is a plus).
To Apply Please Email: emacedo@sapers-wallack.com
Company Description
Company Background: Sapers & Wallack is a comprehensive and independent wealth management, retirement plan advisory, group benefits and insurance advisory firm that has been delivering creative and customized solutions since 1932. With over 80 years of experience, stability, and growth, Fortune 1000 corporations, non-profits, venture-backed and private equity portfolio companies, family-owned businesses, and individuals alike appreciate the company’s ability to deliver innovative, cost-effective solutions through a thoughtful, customized consultative approach. Now stewarded by the third generation, Aviva Sapers, this one stop shop boutique financial service firm is looking for continued growth as they expand and solidify their reputation as the leading financial and benefits advisor to business and high net worth individuals in the New England Market.