Vaco
Essential Duties & Responsibilities
Client Services
Manage and resolve client service issues in a timely manner
Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
Maintain & manage client database (Redtail)
Ensure clients are billed properly and policies paid to-date
Review pending lapse reports and proactively communicate deadlines to client and advisor
Maintain and organize all client files and records
Monitor and evaluate customer satisfaction with a feedback process
New Business Implementation
Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
Order all necessary underwriting requirements for insurance product implementation
Track new business pipeline and provide weekly status report
Record paid-for business in new business/commission tracking system
Provide clear and concise updates to clients throughout the process in a professional manner
Review the issued policies and investment contracts for accuracy and prepare for delivery
Actively find ways to automate or simplify the new business implementation process
Education and Experience Requirements
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Bonus Points For
Life, Accident, and Health licensed
SIE, Series 6/7, and 63 licensed
EEO Notice Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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Manage and resolve client service issues in a timely manner
Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
Maintain & manage client database (Redtail)
Ensure clients are billed properly and policies paid to-date
Review pending lapse reports and proactively communicate deadlines to client and advisor
Maintain and organize all client files and records
Monitor and evaluate customer satisfaction with a feedback process
New Business Implementation
Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
Order all necessary underwriting requirements for insurance product implementation
Track new business pipeline and provide weekly status report
Record paid-for business in new business/commission tracking system
Provide clear and concise updates to clients throughout the process in a professional manner
Review the issued policies and investment contracts for accuracy and prepare for delivery
Actively find ways to automate or simplify the new business implementation process
Education and Experience Requirements
High school diploma, GED, or equivalent
3+ years' experience within insurance/investment advisory industry
Bonus Points For
Life, Accident, and Health licensed
SIE, Series 6/7, and 63 licensed
EEO Notice Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
#J-18808-Ljbffr