Insurance Licensed Client Service Administrator

About the position

The Insurance Licensed Client Service Administrator provides essential administrative support to Apex Financial Group, focusing on assisting Financial Advisors and clients with inquiries related to customer accounts and insurance needs. This remote position involves a variety of tasks including answering phone calls, managing correspondence, and supporting daily operations within the practice.

Responsibilities

• Handles incoming telephone calls to Apex Financial Group and responds to requests for information
• Researches inquiries regarding member/customer accounts
• Provides fund values and answers other fixed insurance and fixed annuity related questions
• Performs routine administrative duties
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors
• Updates the contact management system with customer/member contact and preference information
• Assists Financial Advisors in the preparation for and follow up from customer/member meetings
• Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes
• Case prep, new account support, and account maintenance
• Explains, discusses or interprets fixed insurance or fixed annuity contracts
• Communicates with customer whether requested coverage is or will be bound or issued
• Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Additional responsibilities may be assigned in accordance with licensure and business needs

Requirements

• Previous administrative/secretarial experience desired
• Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing
• Demonstrated customer service orientation/experience, 2+ years preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of Apex Financial Group, our products and services, and Thrivent Financial

Benefits

• 80 hours of PTO
• 9 paid holidays plus 2 floating holidays
• 401K with a 3% non-elective