Our client, a well-established financial planning firm in Greenville, is seeking an Insurance Specialist to join their team. The Insurance Specialist will play a key role in supporting clients and enhancing the insurance processes. This position is responsible for servicing existing clients, onboarding new clients, and delivering high-quality work that builds trust and strengthens relationships.

Essential Duties & Functions

• Understand, articulate, and emulate the firm’s mission, vision, and core values.
• Create insurance illustrations, audits, and summaries with expertise.
• Identify potential insurance solutions for estate and tax planning obstacles.
• Review and finalize illustrations, comparisons, and beneficiary overviews for client meetings.
• Complete and submit applications for policies.
• Coordinate and monitor policy underwriting.
• Track business submitted and paid for, and ensure policies are delivered.
• Review and summarize existing policies, including:
• Checking insurance carriers for lapsed policies or those not in good order.
• Call in insurance exams as needed.
• Manage deadlines, monthly cycles, and prioritize business and estate insurance cases.
• Ensure annual maintenance of insurance cases aligns with firm protocols.
• Manage and process annual payment reminders.
• Handle client interaction by answering general questions and servicing policies.

Qualifications

• College education.
• Life & Health Insurance licenses.
• Strong attention to detail and organizational skills.
• Well-spoken with effective communication skills.

For confidential consideration, please email or apply directly.