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Support Coordinator
Job
Vessell and Associates
Brentwood, TN (In Person)
$67,600 Salary, Part-Time
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Job Description
Support Coordinator Vessell and Associates Brentwood, TN Job Details Part-time $30 - $35 an hour 3 days ago Benefits Disability insurance Qualifications Life Insurance License Writing skills Organizational skills Account management Process management Full Job Description Part time position for a business processing coordinator supporting an insurance advisor in Brentwood, TN. This advisor works directly in association with a comprehensive financial planning firm. The ideal candidate for this role will be highly organized, coachable and self-motivated, with excellent customer service and licensed in life and disability insurance. 20-24 Hours per week Create life, disability, and long-term care illustrations Schedule medical exams for client insurance applications Develop and send life, disability, and long-term care applications to clients Maintain tracking system for illustrations, proposals, applications, exams, underwriting and account follow up Complying with the filing system for all client accounts, both electronic and hard copy Completing client intakes for prospects and shepherding the client through the onboarding process smoothly Assist in maintaining existing client relationships Prepare physical presentations and documentation for both prospects and client meetings Managing calendars, coordinating schedules, and follow-up with all involved parties Administrative Writing Skills, Microsoft Office Skills, Salesforce experience is preferred, Managing Processes, Organization, Analyzing Information, Professionalism, Problem Solving and Written Communication. Experience in health, life, and disability insurance is preferred. The advisor works with a comprehensive planning team out of the state and travels often for client meetings, so they must be comfortable in both a one-on-one setting and spending time in the office alone.