Insurance Support Associate

About the Opportunity

• Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up
• Organize and execute daily workload to meet service level agreements and operational targets
• Stay current on product updates and software enhancements to support advisor efficiency
• Deliver high-quality, compliant work with strong attention to detail
• Solve complex problems and conduct thorough fact-finding to support advisor decisions
• Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity
• Conduct data mining to uncover upselling and cross-selling opportunities, including renewals
• Work with advisors to maintain compliant client files and ensure adherence to regulatory standards
• Support office operations through efficient workflow management
• Assist advisors with maintaining compliance, integrity, and ...