About the role

Insurance Support Specialist ensuring efficient execution of team processes for insurance services. Joining Operations team with focus on advisor support and documentation management.

Responsibilities

Sort and prioritize all incoming correspondence
Triage all new applications received
Handle insurance carrier feed rejects promptly
Generate reports
Create shells in WealthServ
Communicate effectively to management and escalate issues where appropriate
Identifying gaps and risks in documentation. Where necessary, create and update documentation.
Providing timely and appropriate feedback to Leader
Other administrative duties

0-2 years' experience in similar role
Proficiency with Excel and Outlook
Exceptional accuracy attention to detail
Excellent research and problem resolution skills with the ability to multitask
Strong verbal and written communication skills
Good organization and prioritization skills to ensure deadlines are met
High level of customer service
Strong organizational, prioritization, time management, customer service, and interpersonal skills
Ability to meet deadlines
Able to be flexible in adjusting priorities

health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
financial education and counseling resources
generous paid time off including holidays, vacation, personal, and sick days, and statutory leaves of absence