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Description We are seeking a highly organized and detail-oriented Insurance Authorization Coordinator to join our team in the financial services sector. The ideal candidate will be responsible for supporting our advisors and ensuring efficient office operations.Responsibilities:
Complete and process new business applications promptly and accurately.
Order and maintain stock of new business applications and marketing brochures.
Handle incoming client service calls in a friendly and professional manner.
Process and follow up on client service work, ensuring timely resolution.
Update and review our database/CRM to reflect account status for new business and service.
Maintain an organized, compliant, and efficient filing system.
Follow up on pending business and provide clients with updates as needed.
Assist Advisor(s) with pre-appointment preparation.
Gather account values and prepare client review summaries for upcoming appointments.
Manage new business submitted and issued in the reporting tool.
Assist Advisor(s) with client reports and mailings.
Support Advisor(s) with educational workshops and client events as required.
Act as phone backup to other office personnel for phone coverage.
Maintain current Advisor's licenses and appointments with agencies and companies.
Benefits:[Include any benefits offered by your company, such as health insurance, retirement plans, vacation days, etc.]How to Apply:Please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for this position to [insert contact information].Join our team and be part of a dynamic and growing organization dedicated to providing exceptional service to our clients in the financial services industry.Requirements Qualifications:
Previous experience in administrative support, preferably in a financial services environment.
Proficiency in MS Office suite (Word, Excel, Outlook).
Excellent communication skills, both verbal and written.
Strong attention to detail and organizational skills.
Ability to multitask and prioritize tasks effectively.
Professional demeanor and customer-focused attitude.
Knowledge of CRM systems is a plus.
Please submit your resume ASAP. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
