Employment Type: Full-Time

Salary Range: $3,000

Key Responsibilities:

- Assist in managing client documentation, submissions, and policy servicing

- Follow up with insurers and clients on outstanding requirements

- Maintain accurate records and compliance documents

- Coordinate schedules, meetings, and updates for advisors

Requirements:

- Minimum 1-2 years of experience in insurance related work

- Ex Advisors or individuals with FA experience are strongly preferred

- Proficient in insurance platforms and basic administrative tools

- Detail-oriented with communication and follow up skills