Annuity & Life Insurance Client Service Specialist

Three Bridges Wealth Management; Alpharetta (GA); On-site; USD 55,000 - 65,000; Full time

Job summary

Three Bridges Wealth Management is seeking an Annuity & Life Insurance Client Service Specialist to join our team. You will support advisors and clients through the annuity and life insurance process, from applications to policy delivery and ongoing service.

Over time, you will cross-train on the brokerage side of wealth management, expanding your knowledge and value within Client Service. The role emphasizes attention to detail, initiative, and timely follow-through in a full-time, in-office

Qualifications

• At least 1 year of hands-on annuity and/or life insurance service experience.
• Active life insurance license preferred, but not required.
• Experience in wealth management or financial services is a plus.
• Exceptional attention to detail and organizational skills.

Responsibilities

• Process and manage annuity and life insurance applications and service requests.
• Track pending business, outstanding requirements and carrier follow-up from start to finish.
• Review applications and paperwork for accuracy and completeness before submission.
• Work directly with insurance carriers to resolve requirements and service issues.
• Assist with replacements, transfers and exchanges, beneficiary and ownership changes, withdrawals, policy delivery and other ongoing service needs.
• Provide timely, professional communication to clients and advisors.
• Maintain accurate CRM records, notes, tasks and follow-up.

Skills

Annuity experience

Life insurance knowledge

Attention to detail

Job description

$55,000–$65,000 per year

Full-Time | In-Office | Monday–Friday, 9:00 AM–5:00 PM

About the Role

Three Bridges Wealth Management is seeking an experienced Annuity & Life Insurance Client Service Specialist to join our team.

This role is ideal for someone who already understands the annuity and life insurance business and enjoys being the person who keeps cases moving, catches details before they become problems, and makes sure clients and advisors receive exceptional follow-through.

You will primarily support our advisors and clients throughout the annuity and life insurance process—from new applications and case management through policy delivery and ongoing service.

Over time, you will also be cross-trained on the brokerage side of our business, giving you the opportunity to expand your knowledge of wealth management and become a more versatile member of our Client Service team.

What You’ll Do

• Process and manage annuity and life insurance applications and service requests
• Track pending business, outstanding requirements and carrier follow-up from start to finish
• Review applications and paperwork for accuracy and completeness before submission
• Work directly with insurance carriers to resolve requirements and service issues
• Assist with replacements, transfers and exchanges, beneficiary and ownership changes, withdrawals, policy delivery and other ongoing service needs
• Provide timely, professional communication to clients and advisors
• Maintain accurate CRM records, notes, tasks and follow-up
• Proactively identify next steps and potential issues before they create delays
• Independently manage multiple cases and priorities while maintaining a high level of accuracy
• Cross-train on brokerage account servicing, including money movement, account maintenance and other client service processes
• Provide backup support across the Client Service team as your knowledge and experience grow

What We’re Looking For

At least 1 year of hands-on annuity and/or life insurance service experience is required.

The ideal candidate will also have:

• Previous experience within a wealth management, financial advisory or similar financial services firm strongly preferred
• An active life insurance license preferred, but not required
• A working understanding of basic financial concepts and how a wealth management practice operates
• Exceptional attention to detail and organizational skills
• Strong follow-through and the ability to manage multiple cases simultaneously
• The ability to learn quickly and adapt to changing processes, priorities and carrier requirements
• A proactive mindset—you naturally think about what needs to happen next rather than waiting to be told
• Strong independent problem-solving and research skills
• Professional written and verbal communication skills
• An interest in expanding your knowledge beyond insurance and learning the brokerage side of wealth management
• A team-oriented mindset and willingness to step in and support other areas of Client Service when needed

Compensation: $55,000–$65,000 per year, based on experience

Schedule: Monday–Friday, 9:00 AM–5:00 PM

Work Arrangement: Full-time, in-office

If you have hands-on experience supporting annuity or life insurance business and are looking for a role where attention to detail, initiative and follow-through are genuinely valued, we’d love to hear from you.