Position Summary: 

Are you a life-long learner who values commitments made and wants to be part of a team that is focused on providing “white-glove concierge” services to clients from within a tight-knit, supportive office? Are you interested in managing client’s insurance portfolios as it relates to their business and estate plans? Cornerstone Advisors might just be your next forever home. Even if you’re missing a couple skills listed below, but you have the right mindset and are able to work out of our office (Not WFH) we welcome your application. 

Essential Functions: 

Ensure You’ll Endure is more than just our tagline, it’s the driver that keeps our Client Relationship Team energized and laser-focused on the following deliverables:

· Develop strong familiarity with clients, advisors, carriers, vendors and applicable carrier software and systems. 

· Ensure all changeable components of a life insurance policy, such as: owner, beneficiary, addresses, premium payment amounts/schedule, and death benefit are kept current with the carrier

· Perform any changes necessary to support client, advisor or internal requests, such as obtaining, completing, and processing forms, then submitting requests and following up with carriers and/or clients, and finally, updating internal systems

· Enter and maintain detailed client information in a CRM database and/or internal systems and files

· Facilitate premium payment services, including providing premium instructions, tracking, and confirming premium payments

· Process policy loans/withdrawals

· Monitor and report on split-dollar arrangements and trusts to assist in maintaining compliance

· Order and/or run in-force illustrations, order policy values, and prepare in-force reviews for clients

 · Facilitate policy exchanges and surrenders

· Process insurance claims upon the death of an insuredTips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Ideal Candidate Will Possess the Following:

· Minimum of 4-6 years of experience working with individual life insurance or an individual who possesses other skills listed and is interested in learning about life insurance

· Advanced skills with MS Office (Outlook/Excel/Word) 

· Strong verbal and written communication skills 

· Strong attention to detail with the ability to organize, prioritize, follow through and multi-task 

· Team player 

· Strong customer service orientation 

· Strong initiative to accomplish tasks, and meet deadlines 

· Motivated to add value and build long-term relationship 

· Lifelong learner 

Compensation / Benefits:

· Attractive annual compensation package is commensurate with experience 

· Comprehensive benefits package includes medical, dental, vision, life, disability 

· Safe harbor 401(k) 

· Eligible for annual bonus based on firm’s net profit and employee’s job performance and attitude 

· Play a key role on a team that is 100% focused on beating our client’s and our company’s goals 

· Participate in regular developmental sessions to build your insurance and estate planning knowledge 

About Us:

Cornerstone is an independent, privately held firm that integrates business acceleration strategy, human capital (people), and wealth planning and transfer to help our clients endure. Most of our clients are privately held businesses, many of which are family-owned and high net-worth families. In addition, the firm specializes in the structuring and administration of Individual Life Insurance portfolios. Our office is located in Allentown, Pennsylvania and we celebrated our 40th anniversary in 2023. This position is in our office, not remote. 

The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants. We aren’t business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. And the way we help businesses endure is through these three integrated services: 

• Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present. 

• Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know how to execute on that vision. 

• Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future. 

Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations. 

Are you ready to join us in Allentown, PA?