Life Insurance Services Specialist
3 weeks ago
Virginia Asset Management is seeking an individual to provide operational business support for their Financial Professionals growing practices. The primary role of this position is to provide new business and ongoing service support for investment, 401k, and insurance clients.
Job Type: Full Time
Salary: Base salary commensurate with experience, plus quarterly bonuses
Job Responsibilities:
Provide Operational and Administrative client service support to a team of Financial Professionals and their clients
Develop and maintain client relationships including handling requests, researching and resolving issues
Prepare all client review meeting materials for financial professionals; handle all meeting follow-up action items
Prepare and process account applications, process asset movement requests and checks
Educate clients on account services and technology capabilities
Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
Provide proactive administrative support to Financial Professionals
Work closely with the other operations specialists, and provide backup support
Required Qualifications:
Relevant financial services industry experience or education
Technical proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
College degree
Ability to pass a criminal history and credit background check
Desired Skills:
Excellent organizational, preparation, and time management skills
Outstanding attitude and positive energy
Strong confident voice/communication (verbal, phone, email, mail) and customer service skills
A strong focus on assuring details are correct
Ability to successfully manage multiple projects and priorities
Benefits:
Employer-Paid Medical Insurance
Optional Dental and Vision Benefits
Short-Term and Long-Term Disability Insurance
Group Life Insurance
401(k), Flexible Spending and Dependent Care Accounts
Paid Time Off (PTO)
Resumes may be submitted to RSVP@VAMLLC.COM to the attention of Crystal Huddleston
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