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Service the in-force book:

beneficiary, ownership and premium changes; loans, withdrawals and conversions; annuity renewals, RMDs and maturities; employee-benefit plan administration.

Standard:

questions answered within one business day, service requests completed within five.

Care for the book proactively:

produce a quarterly in-force report and work it — conversion deadlines, insurability and coverage-increase windows, annuity renewals, lapse-pending policies — bringing opportunities to the advisor.

Support the team:

coverage summaries for annual client reviews, product and underwriting updates for advisors, coordination of property & casualty items through our partner agency, and maintaining the firm's insurance procedures and forms. Keep everything compliant and documented — licenses and appointments, carrier and broker-dealer procedures, complete CRM records. What we're looking for Active Life, Accident & Health license, or the ability to obtain it within 90 days. Property & Casualty license, or the ability to obtain it within six months (we sponsor both). Two or more years in financial services based insurance case design, new-business processing or policy servicing — at a carrier, agency, broker-dealer or advisory firm. Fixed-annuity experience strongly preferred. Solid working knowledge of life, disability, LTC and fixed-annuity products and riders, and the ability to read an in-force illustration and explain it to a client in plain language.

Meticulous follow-through:

you like owning a process end to end, keeping a tracker current, and writing down how things work. Clear, warm communication with clients, advisors and carriers; comfortable in a client meeting. Interest in growing — toward a designation (CLU, ChFC, RICP) and toward leading the insurance function over time. Compensation, growth and benefits Base salary of $60,000 - $65,000 depending on experience and licensing, plus incentive compensation tied to the insurance book you service and place and to service quality, and participation in the firm's profit-share pool. Base increases when the second license is added and with a completed designation. This role is built to grow. The path runs from Insurance Specialist to Senior Insurance Specialist (case design within our written standards, policy reviews, a larger incentive share) and on to Director of Insurance as the firm's insurance and annuity business expands. The milestones are written down and we'll walk through them with you. 9/80 schedule with every other Friday off; 20 days of PTO plus paid holidays Health insurance with multiple plan options; 401(k) with company contribution Life & Health and P&C licensing, continuing-education and designation support; carrier and home-office training Hybrid and flexible work arrangements based on role and business needs How to apply Send a résumé and a short note about the insurance work you're proudest with your application. HKS Financial Partners is an equal opportunity employer. Securities and investment advisory services offered through MML Investors Services, LLC; titles and licensing requirements are subject to broker-dealer approval. www.

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Find & Apply For Financial Operations Specialist Jobs in Germantown Hills, Illinois

Financial Services Insurance Specialist