Insurance Specialist, Wealth Management

3 days ago

Atlanta, Georgia, United States Aprio Full time
Job Title: Insurance Specialist, Wealth Management

Aprio is a nationally ranked CPA and advisory firm that is passionate about what's next. We have 22 U.S. office locations, one in the Philippines, and over 2,100 team members who speak 60+ languages across the globe.

About the Role:

We are seeking an Insurance Specialist to join our Wealth Management team. This role will support regional wealth advisors and client stewards with the sale, underwriting, and ongoing client service of life, disability, and long-term care insurance.

Key Responsibilities:
  • Support a team of financial advisors with all aspects of insurance sales, underwriting, and client service.
  • Input data, prepare proposals, and gather information in preparation for client/prospect meetings.
  • Create insurance applications, conversions, and policy changes, ensuring completeness and accuracy.
  • Arrange medical, paramedical, and any exams necessary for underwriting.
  • Ensure all applications are complete before submission to avoid delays and additional work for clients.
  • Act as a liaison, ensuring all requests from underwriters are followed up with in a timely manner.
  • Contact and advise clients regarding late payments and other non-securities sales- and service-related issues.
  • Track all steps as outlined in our CRM database.
  • Ensure client insurance information is up-to-date in eMoney and utilize eMoney reporting for proactive service.
  • Process incoming service requests from clients, including address changes, bank changes, etc.
  • Proactive management of tasks, workflow, and relationships.
  • Assist advisors and group operations with new client onboarding, billing, and general client service.
Qualifications:
  • Must hold an active license for Life, Long-Term Care, and Disability Insurance.
  • Minimum 5 years of experience in supporting high-volume insurance sales teams.
  • Experience with trust and estate documents and corporate agreements.
  • Excellent writing and communication skills.
  • Proficient with Microsoft Office, Salesforce, Hubspot, and eMoney.
  • Demonstrated organizational and time management skills.
  • Strong attention to detail with the ability to work with a high degree of accuracy.
  • Ability to proactively identify what needs to be accomplished and take action as appropriate.
  • Embraces change and works in a fast-paced environment.
  • Investment licensing and experience preferred.
Why Work for Aprio:

Whether you're just starting out, looking to advance into management, or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks and Benefits:
  • Medical, Dental, and Vision Insurance on the first day of employment.
  • Flexible Spending Account and Dependent Care Account.
  • 401(k) with Profit Sharing.
  • 9+ holidays and discretionary time off structure.
  • Parental Leave coverage for both primary and secondary caregivers.
  • Tuition Assistance Program and CPA support program with cash incentive upon completion.
  • Discretionary incentive compensation based on firm, group, and individual performance.
  • Incentive compensation related to origination of new client sales.
  • Top-rated wellness program.
  • Flexible working environment, including remote and hybrid options.

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