Life Insurance Brokerage Assistant
- Employer
- Capstone Search Group
- Location
- Working from home
- Salary
- $50k
- Posted
- Jul 19, 2022
- Closes
- Sep 16, 2022
- Ref
- SAD8972
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
Leading boutique executive benefits consulting firm. Clients are highly compensated executives and directors of large corporations. Their dynamic growth has created the need for a Brokerage Support Assistant to join their team.
Duties & Responsibilities
- Reviewing applications to determine completeness
- Evaluating incoming documents for validity and completeness
- Communicating via email or phone with advisors and sales staff as necessary when additional requirements are outstanding
- Calling customers to validate information
- Managing travel arrangements and meetings
- Support new business and underwriting
Skills & Experience
- 1 year of experience in a life insurance brokerage setting
- Able to work in a fast paced environment with multiple and changing priorities
- Eye for detail
- Proficient in MS Office Suite
- Willingness and passion to learn
Compensation
$50,000