Insurance & Wealth Risk Advisor

Fifth Third; Cincinnati (OH); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank is seeking a Risk Advisory Associate to support insurance and risk-management solutions within Strategic Client Advisory Solutions. You will manage cases, assist with policy administration and provide analytical support to senior consultants, helping clients move from wealth strategy assessment through underwriting and ongoing service.

In this role, you will coordinate documentation, carrier coordination and CRM updates, while building risk-advisory expertise under guided

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of insurance, wealth management, financial planning, banking operations or comparable client-service experience.
• Appropriate state insurance licenses for Life, Health and Long-Term Care are required within the timeframe established by Fifth Third licensing guidelines.

Responsibilities

• Coordinate assigned insurance cases from intake through underwriting, issue and delivery; track requirements, deadlines, approvals and follow-up items.
• Prepare and process applications, policy changes, exception requests, service forms and related documentation.
• Gather client and policy information, organize existing coverage, prepare preliminary analyses and support risk-assessment.
• Request and organize carrier illustrations, quotes and marketing summaries; support comparison materials and presentation preparation for consultant review.
• Respond to routine inquiries, coordinate outstanding requirements and communicate case status to clients, advisors and internal partners.

Skills

Case & workflow coordination

Documentation accuracy

Client service

Analytical support

Risk awareness

Education

Bachelor’s degree

Tools

CRM

Carrier portals

Workflow tools

Microsoft Office

Job description

Fifth Third Bank is seeking a Risk Advisory Associate to support insurance and risk-management solutions within Strategic Client Advisory Solutions. You will manage cases, assist with policy administration and provide analytical support to senior consultants, helping clients move from wealth strategy assessment through underwriting and ongoing service.

In this role, you will coordinate documentation, carrier coordination and CRM updates, while building risk-advisory expertise under guided