Detail-Driven Annuity & Life Insurance Client Specialist

Three Bridges Wealth Management

Alpharetta (GA)

On-site

USD 55,000 - 65,000

Full time

4 days ago

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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.