Key Responsibilities
Assist in managing client documentation, submissions, and policy servicing.
Follow up with insurers and clients to ensure completion of outstanding requirements.
Maintain accurate records, compliance documents, and internal databases.
Coordinate schedules, meetings, and progress updates for advisors.
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Requirements
Minimum 1-2 years of experience in insurance-related work.
Former Financial Advisors or individuals with FA experience are strongly preferred.
Detail-oriented, with strong communication and follow-up skills.
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