Provenance Wealth Advisors
Insurance Assistant page is loaded## Insurance Assistantlocations:
Fort Lauderdale:
West Palm Beach:
Boca Raton:
Miamitime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
JR100307**It's fun to work in a company where people truly BELIEVE in what they're doing!**
*We're committed to bringing passion and customer focus to the business.*As an Insurance Assistant at Provenance Wealth Advisors, you will play an integral role within the Insurance Unit supporting the delivery of insurance solutions within a comprehensive wealth management platform. This role focuses on administrative and operational tasks to ensure efficient processes in the insurance unit. The position will collaborate closely with Advisor teams to ensure a seamless client and advisor experience from product illustration through policy delivery.**DESCRIPTION****Technical Responsibilities*** Assist with preparation and submission of insurance applications across multiple carriers.* Track and maintain all insurance cases and activities using CRM systems and internal reporting tools.* Coordinate medical exams and third-party requirements for underwriting.* Run basic insurance illustrations (life, disability, LTC) and request advanced illustrations as needed.* Ensure compliance with carrier guidelines, as well as State and broker-dealer regulation.* Organize unit digital insurance files and ensure CRM records are complete and accurate.* Monitor industry trends, product updates, and regulatory changes to ensure best practices and product suitability.**Advisor Support Responsibilities*** Coordinate medical exams and application logistics with Advisor teams.* Act as a point of escalation for Advisor team insurance service matters requiring deeper expertise or carrier coordination.* Collaborate with Advisor teams to review open cases, illustration requests, and upcoming business opportunities.* Partner with teams and other internal departments to ensure consistency and accuracy throughout the insurance process.* Support a culture of accountability by meeting timelines and proactively updating stakeholders on task progress.* Provide additional insurance support to the Insurance Unit as needed.**Work environment*** This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.* Occasional travel may be required to attend meetings, conferences, and client engagements.* The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.* This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.**Education/Experience*** Associate or bachelor’s degree preferred.* 1–3 years of experience in insurance or related field.* Active Florida 2-15 license (Life, Health, and Variable Annuity) or ability to obtain within the 1st year.* Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).**Affirmative Action/EEO Statement**Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!**Provenance Wealth Advisors (PWA) is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.**PWA is also a unique work environment that values teamwork and strategic cooperation among both its planners and its staff. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. PWA expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.**Accountability is also a key element in our success. PWA is committed to a “return and report” culture so that each of us is accountable for doing what we agreed to do to the very best of our ability and within the agreed-upon timeframe. Target dates are to be communicated with each assigned task. If they are not, it is the responsibility of the assignee to obtain a target date for completion. Persons assigned such tasks will be accountable to report back as to the status of the tasks assigned.* #J-18808-Ljbffr
Fort Lauderdale:
West Palm Beach:
Boca Raton:
Miamitime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
JR100307**It's fun to work in a company where people truly BELIEVE in what they're doing!**
*We're committed to bringing passion and customer focus to the business.*As an Insurance Assistant at Provenance Wealth Advisors, you will play an integral role within the Insurance Unit supporting the delivery of insurance solutions within a comprehensive wealth management platform. This role focuses on administrative and operational tasks to ensure efficient processes in the insurance unit. The position will collaborate closely with Advisor teams to ensure a seamless client and advisor experience from product illustration through policy delivery.**DESCRIPTION****Technical Responsibilities*** Assist with preparation and submission of insurance applications across multiple carriers.* Track and maintain all insurance cases and activities using CRM systems and internal reporting tools.* Coordinate medical exams and third-party requirements for underwriting.* Run basic insurance illustrations (life, disability, LTC) and request advanced illustrations as needed.* Ensure compliance with carrier guidelines, as well as State and broker-dealer regulation.* Organize unit digital insurance files and ensure CRM records are complete and accurate.* Monitor industry trends, product updates, and regulatory changes to ensure best practices and product suitability.**Advisor Support Responsibilities*** Coordinate medical exams and application logistics with Advisor teams.* Act as a point of escalation for Advisor team insurance service matters requiring deeper expertise or carrier coordination.* Collaborate with Advisor teams to review open cases, illustration requests, and upcoming business opportunities.* Partner with teams and other internal departments to ensure consistency and accuracy throughout the insurance process.* Support a culture of accountability by meeting timelines and proactively updating stakeholders on task progress.* Provide additional insurance support to the Insurance Unit as needed.**Work environment*** This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.* Occasional travel may be required to attend meetings, conferences, and client engagements.* The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.* This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.**Education/Experience*** Associate or bachelor’s degree preferred.* 1–3 years of experience in insurance or related field.* Active Florida 2-15 license (Life, Health, and Variable Annuity) or ability to obtain within the 1st year.* Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).**Affirmative Action/EEO Statement**Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!**Provenance Wealth Advisors (PWA) is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Your daily activities are to be completed correctly and efficiently the first time. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.**PWA is also a unique work environment that values teamwork and strategic cooperation among both its planners and its staff. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. PWA expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.**Accountability is also a key element in our success. PWA is committed to a “return and report” culture so that each of us is accountable for doing what we agreed to do to the very best of our ability and within the agreed-upon timeframe. Target dates are to be communicated with each assigned task. If they are not, it is the responsibility of the assignee to obtain a target date for completion. Persons assigned such tasks will be accountable to report back as to the status of the tasks assigned.* #J-18808-Ljbffr