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Insurance Operations Associate

Company: Sparks Financial
Location: Denver
Posted on: May 4, 2021

Job Description:

Available Position: Insurance Operations AssociateSparks Financial is a full-service financial advisory practice specializing in wealth management, wealth accumulation, risk management, retirement planning, tax-efficient strategies, and estate planning. We have been recognized for excellence and have earned numerous designations and coveted credentials across the financial services industry. We are proud of what we have built and the families we have helped over the last thirty years - "Helping people Define, Build and Enjoy prosperous lives" is our passion and our "WHY!!"What you will bring to the team: You will lead the insurance operations process. Broadly speaking, you are collaborative, intelligent, highly resourceful, detail oriented, goal focused and an experienced professional with an ownership mentality.Responsibilities: * Correspond with clients to complete new application documentation, coordinate medical exams, align or create billing accounts, and submitting all paperwork* Act as a liaison for underwriting requirements and provide internal and external updates* Provide internal assistance with policy maintenance, billing and servicing* Collaborate with advisory teams to find the best solutions for unique client situations and creatively problem solve issues that arise within core client services* Develop a solid understanding of the firm's insurance operations, pilot new programs and manage compliance to ensure the practice exceeds standards* Input client information into our Client Relationship Management (CRM) databaseDesired Skills & Experience:* Insurance: Life, Health, Long Term Care* 3+ years industry experience (current or previous work experience at Northwestern Mutual is a plus)* Familiarity with Microsoft Office Suite, Outlook, Excel, Adobe Acrobat, Client Service System* Comfortable managing, archiving, and moving electronic documentsCompetencies Needed:* Focused on complete client care and delivering on promises made to clients* Detail orientation, focus, and follow through is essential* Ability to document work processes, streamline tasks for efficiency, and ensure work is done accurately* Ability to learn new applications and software* Publicly represent the firm's strategic brandBenefits for Full Time Team Members:Robust benefits package available including medical insurance, vacation, professional development assistance, disability insurance, long term care insurance, and retirement contributions. This is a full-time position, remote work is a possibility, base salary of $60K-$80K based upon experience with bonus potential tied to both team and individual performance.

Keywords: Sparks Financial, Denver , Insurance Operations Associate, Other , Denver, Colorado

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