What are the responsibilities and job description for the Insurance Specialist position at Forge Search?
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 careers@forgesc.com or apply directly.
