Our client, a financial services firm, seeks an experienced Administrative Coordinator to join their team.
As the Administrative Coordinator will specialize in client services to ensure the maintenance of an efficient, organized office that allows Financial Representatives to focus their energy on building client relationships. As a member of the team you will be a liaison between the home office, financial representatives and the client.
Responsibilities include but not limited to:
Administrative Duties:
Handle incoming non-securities related insurance service requests from clients: processing address changes, bank change information, loan requests.
Handle phone calls providing status and account values for non-securities related accounts.
Contact clients on underwriting requirements and late payments and billing service inquiries.
Communicate with home office as needed to supply or attain policy information.
Prepare new electronic insurance applications.
Arrange medical, paramedical and any exams necessary for underwriting.
Pre-check insurance applications, conversions and policy changes for completeness and accuracy.
Maintain client case files/notes. E-file new statements, account forms and other insurance related requirements.
Prepare policies for delivery and setup DocuSign requests for delivery requirements.
Follow-up mailing of forms to clients/prospects over signature of financial representative.
Qualifications:
NY State Life & Health Insurance License
Administrative support experience to include computer skills
Knowledge of insurance
Demonstrated organizational skills, multitasking abilities, and time management skills
Ability to maintain a high degree of confidentiality
Excellent oral and written communication skills
Ability to take independent action and to make sound decisions
Ability to work effectively with people at all level
This position is on-site five days a week.
Salary $55,000 to $65,000
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