Elite Life Insurance Client Relationship Specialist

WizeHire, Inc; Allentown (Lehigh County); On-site; USD 60,000 - 90,000; Full time

Job summary

WizeHire, Inc. is seeking a Client Relationship Specialist to support ultra-high-net-worth clients with life insurance planning, portfolio reviews, and custom-designed planning deliverables.

The role emphasizes attention to detail, independent organization, and professional communication with clients, advisors, and producers while safeguarding confidential information. The successful candidate will manage project tasks, adapt to changing priorities, and ensure accurate, timely preparation of

Qualifications

• Knowledge of life insurance products and client service experience.

Responsibilities

• Complete life insurance portfolio reviews and support project tasks to align portfolios with client planning.
• Coordinate and communicate with clients, advisors, and producers while maintaining confidentiality.
• Follow processes to prepare client deliverables and ensure accuracy and timely delivery.

Job description

WizeHire, Inc. is seeking a Client Relationship Specialist to support ultra-high-net-worth clients with life insurance planning, portfolio reviews, and custom-designed planning deliverables.

The role emphasizes attention to detail, independent organization, and professional communication with clients, advisors, and producers while safeguarding confidential information. The successful candidate will manage project tasks, adapt to changing priorities, and ensure accurate, timely preparation of