Join Advisory Resource Group, where we embody Integrity, Professionalism, Commitment, and Service in our support of approximately 100 financial advisors and insurance agents, serving as the backbone of their financial practices.
Through our dedication, these advisors deliver unparalleled service to thousands of clients nationwide.
We are in search of exceptional individuals who thrive in a fast-paced, dynamic environment.
Responsibilities:
Efficiently process, file, and monitor new business submissions.
Handle paperwork for both new and existing insurance submissions.
Conduct thorough reviews of paperwork to ensure accuracy and completeness.
Coordinate the compilation and submission of online e-signature applications.
Follow up with advisors and their teams to collect any missing information.
Maintain and update files in our paperless case management system.
Manage document transmission to product carriers via copying, scanning, faxing, and emailing.
Provide operational support to the team, reporting directly to the Vice President.
Offer daily assistance to senior management, addressing various client and firm requirements.
Assist advisors in navigating policies through the underwriting process, from application to commission.
Skills/Qualifications:
Previous professional office experience preferred.
Knowledge of the insurance industry and processing procedures is advantageous.
Demonstrated ability to deliver high-quality customer service with reliability and attention to detail.
Strong organizational skills, capable of managing a high volume of work while maintaining accuracy.
Proficient in general administrative tasks, with excellent verbal and written communication skills.
Competent in computer operations, including typing, data entry, and Microsoft Office Suite.
Compensation:
Competitive annual salary based on experience, with a comprehensive benefits package, including Medical Insurance, Dental Insurance, and 401(k).
This is a permanently remote position, offering flexibility and convenience.
Join our team at Advisory Resource Group and be part of a company committed to excellence and client satisfaction.
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