What are the responsibilities and job description for the Insurance Coordinator position at Signature Wealth Advisors, LLC?
About Us
At Signature Wealth Advisors , we are committed to helping families and business owners make informed financial decisions. We combine comprehensive financial planning with sophisticated investment management strategies to provide long-term financial stability for our clients.
With over $500 million in assets under management and growing , we are expanding our team and seeking a detail-oriented and client-focused Insurance Coordinator to join our fast-paced environment.
Key Responsibilities
- Application Processing – Manage life and disability insurance applications from initial submission to final approval, ensuring accuracy and efficiency.
- Industry Expertise – Utilize knowledge of insurance processing to navigate underwriting requirements, identify potential issues, and facilitate approvals.
- Client Support – Assist clients with application completion, provide status updates, and address inquiries professionally.
- Stakeholder Collaboration – Work with underwriters, medical professionals, and internal teams to facilitate the application process.
- Regulatory Compliance – Ensure all applications and documentation meet industry regulations and company policies.
- Problem-Solving – Identify and resolve application issues or discrepancies to prevent delays and improve efficiency.
Why Join Us?
What We Look for in a Candidate
Qualifications
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If you are looking for a challenging and rewarding opportunity in a top-performing firm, we encourage you to apply. Join us and contribute to the success of one of the nation's leading wealth management teams.