Employment Type: Full-Time
Salary Range: $3,000
Key Responsibilities:
- Assist in managing client documentation, submissions, and policy servicing
- Follow up with insurers and clients on outstanding requirements
- Maintain accurate records and compliance documents
- Coordinate schedules, meetings, and updates for advisors
Requirements:
- Minimum 1–2 years of experience in insurance related work
- Ex Advisors or individuals with FA experience are strongly preferred
- Proficient in insurance platforms and basic administrative tools
- Detail-oriented with communication and follow up skills
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