General Responsibilities
GSG Wealth Management is a comprehensive financial planning firm seeking a professional and detail-oriented Insurance and Business Operations Associate. In this role, the professional will focus on operations and servicing for insurance accounts for clients of GSG Wealth Management while assisting in general operations of the firm. As a member of the 17-person GSG team, this associate will help maintain an efficient, effective, and highly organized office environment. Specific responsibilities may include but are not limited to:
Insurance Operations
- Initiate life, LTC, annuity, and disability insurance applications at the direction of Financial Advisor
- Manage application process through completion
- Process service requests including beneficiary changes, updates to payment methods, etc.
- Develop and maintain working knowledge of life, disability, annuity, and long-term-care insurance products
- Serve as the liaison between Financial Advisor & insurance companies to resolve client service issues & troubleshoot insurance policy concerns
- Gather information for Financial Advisor meetings with clients/prospects (insurance/investment reports, annual reports, planning reports) and enter data into planning software
Client Service
- Assist clients through insurance application process including answering basic policy owner/policy benefit questions
- Manage client follow-up activities, including tracking outstanding forms, maintaining accurate client records, and ensuring timely completion of service requests and account maintenance needs.
- Answer, screen and document telephone calls
- Provide account cash values and premium amounts to clients and account maintenance requests
Business Support
- Track and monitor assigned business operations
- Assist in meeting preparation through research, running reports, and presentation preparation
- Support Financial Advisors and the broader team through client and planning data management, report generation, research, and execution of operational projects and initiatives
- Maintain accurate client records, including statements, forms, and meeting documentation.
- Complete other administrative duties as assigned
- Complete and/or assist with projects as assigned by Financial Advisors and/or Practice Manager
- Cross-train in other support roles i.e. investment operations and special projects
Qualifications
- Required: Attainment of Life, Accident & Health License within 4 months (Study material & testing covered by GSG)
- Preferred: Experience in insurance industry and/or administrative support/customer service and Bachelor's degree
- Strong organizational and time management skills
- Ability to maintain a high degree of accuracy in handling detailed work
- Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
- Ability to multi-task, prioritize, and meet deadlines
- Ability to adapt to change and identify opportunities for process improvements
- Ability to maintain confidentiality
Core Values Demonstrated
- Trust: Consistent ability to build and maintain trust with clients and coworkers
- Integrity: An unyielding dedication to high character and ethics. Conviction to put clients’ interests first.
- Service: A high standard of care for clients. Humility to listen intently to the client and act on their behalf.
- Intentionality: Thoughtful, thorough, and deliberate in advice and actions
- Knowledge: A commitment to ongoing learning, including staying current on your roles processes, operations, and changes
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
