Insurance & Wealth Risk Advisory Associate

Fifth Third Bank; Charlotte (NC); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank is seeking a Risk Advisory Associate to support insurance case management, policy administration, and analytic work across wealth strategies. You will coordinate documentation, licensing compliance, and carrier interactions to enable senior consultants to focus on client advisory.

Based in the United States, the role offers opportunities to develop risk advisory expertise, collaborative coaching, and exposure to multi-region workflows as part of Strategic Client Advisory

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.
• Demonstrated ability to manage detailed workflows, documentation and multiple deadlines accurately.

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 accurately and within established standards.
• Gather client and policy information, organize existing coverage, prepare preliminary analyses and support the risk-assessment component of the wealth strategy process.
• 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 within role authority.

Skills

Case Management

Policy Administration

Analytical Support

Documentation Accuracy

Client Service

Risk Awareness

Education

Bachelor’s degree or equivalent

Tools

CRM

Microsoft Office

Carrier portals

Job description

Fifth Third Bank is seeking a Risk Advisory Associate to support insurance case management, policy administration, and analytic work across wealth strategies. You will coordinate documentation, licensing compliance, and carrier interactions to enable senior consultants to focus on client advisory.

Based in the United States, the role offers opportunities to develop risk advisory expertise, collaborative coaching, and exposure to multi-region workflows as part of Strategic Client Advisory