Risk Management Coordinator Position Available In Orange, Florida

Risk Management Coordinator 3.7 3.7 out of 5 stars Sand Lake, FL 32819

Role:

The Risk Management Coordinator will be assisting new advisors with their practices by managing and overseeing the back-office operations of the business, assisting the advisors in the application, underwriting process, and playing an instrumental role in the financial advisors’ operations. This individual will provide all aspects of service support to the financial representative as he/she focuses on building his/her financial advising practice and client relationships. Additionally, serves as a liaison between the network office, district office, home office and the financial representatives.

Responsibilities:

Operations Support:

• Handle case notes (Copy Talk) into CRM. Update tasks and opportunities in the CRM system to ensure data is current and accurate.
• Create and maintain compliant One Drive client file folders.
• Work closely with development team as a liaison to support the financial advisors accomplish company milestones.
• Ensuring insurance compliance requirements are implemented and followed.
• Align services across the Network Offices, Districts and Home Offices to ensure a consistent experience for both the Advisor and client.

Sales, Underwriting & Service Support:

• Conduct weekly one-on-one meetings with financial representatives supported, and provide guidance on case currently in underwriting, delivery and post-delivery.

Acting as a liaison between the advisor and underwriter to request or deliver correspondence, documents, and information with a high level of professionalism, timeliness, and confidentiality. Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements.

• Provide support in creating and training how to create feed lists.
• Preparing and processing all insurance applications, which includes providing, or collaborating with others to provide: Pre-filling applications. Pre-checking applications for completeness and accuracy. Submitting workorders. Scheduling requirements and medical exams.
• Managing the medical examination process and reviewing results to establish insurance ratings. Manage requests for Attending Physician Statements (APS), ensuring timely submission and follow-up.
• Gather all necessary documentation to deliver policies to the financial representatives’ clients.
• Developing and maintaining a working relationship with all colleagues.
• Regularly reviewing and managing NM systems, ensuring that all data is accurately reflected and making corrections to records whenever necessary.
• Entering and maintaining client and policy data in the company platforms and electronic file system; tracking and following up on tasks forwarded to other team members or clients to ensure timely completion.
• Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. Manage Individual Savings Accounts (ISAs), ensuring accurate and timely updates for clients.
• Other projects as assigned by Director of Operations. Results
• Satisfaction rating from financial advisors and development team.

Target:

Achieve a satisfaction rating of 90% or higher.

Measurement:

Quarterly surveys and feedback sessions.

• Consistency in services across Network Offices, Districts, and Home Offices.

Target:

100% alignment of services.

Measurement:

Regular cross-office reviews and feedback.

• Timeliness and professionalism in communication of insurance applications processed.

Target:

95% accurate and complete applications processed within 48 hours.

Measurement:

Review of application processing logs. Qualifications

• Education Bachelor’s degree in business administration, operations management, or related field (master’s degree preferred). Health and Life licensed or gain licensing within 3 months of employment.
• Experience Previous experience in a similar role is preferred but not required.
• Skills Excellent problem-solving and decision-making abilities.

Proficiency in Microsoft Office Suite and operational software. Ability to take independent action and make sound decisions. Superior Critical Thinking Team-oriented Ability to multi-task Impeccable Follow through Strong customer relationship and customer service skills. Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment. Committed to professional development (e.g. licensing, registration, designations). High degree of initiative and organization. Superior written and oral communication skills. Demonstrated use of time management skills. Ability to be diplomatic, handle change, pressure, and criticism. Ability to maintain confidentiality.

Benefits Salary Range:

$42K – $45K Performance Enhancement Bonus Supportive PTO and holidays Wonderful team and company culture Opportunities for professional development and growth Health Insurance Retirement Saving Plan (after 1 year of employment)

Job Type:

Full-time Pay:

$42,000.00 – $45,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Vision insurance

Schedule:

Monday to Friday Ability to

Commute:

Sand Lake, FL 32819 (Required) Ability to

Relocate:

Sand Lake, FL 32819: Relocate before starting work (Preferred)

Work Location:

In person