On-site Insurance Office Coordinator - Client Services Pro

SCOTT HERRMANN SHORELINE GROUP; Waupun (WI); On-site; USD 22,000 - 33,000; Full time

Benefits offered by this job

Bonus structure

Insurance

Paid time off

Job summary

Shoreline Group in Wisconsin is seeking an Insurance Office Professional to provide administrative and client support for financial advisors and members. You will greet clients, manage inquiries, coordinate meetings, and handle documents in a fast-paced, collaborative environment.

Ideal candidates have 2+ years of admin experience, strong organizational skills, and are comfortable with Microsoft Office and Salesforce.

Qualifications

• 2+ years administrative or office experience.
• Positive attitude and strong customer service mindset.
• Strong organizational and prioritization skills.
• Proficient with Microsoft Office; willing to learn new tools.
• Life & Health license or willingness to obtain within 60 days.
• Securities licensing a plus but not required.

Responsibilities

• Greet clients, handle calls, and manage inquiries as the friendly voice of the team.
• Coordinate client meetings and maintain client records in Salesforce.
• Assist with investment- and insurance-related tasks, including research and communications.
• Manage schedules, emails, mail distribution, and document organization.
• Assist with driving marketing efforts, events, client outreach, and community engagement.
• Support projects and administration of various programs as needed.
• Drive client-facing activities by scheduling meetings for Financial Advisors.
• Learns and grows through mentorship, training, and development opportunities.
• Issue insurance-related documents such as certificates, endorsements, binders, and contracts.
• Take on additional responsibilities based on licensure and business needs.

Skills

Customer service mindset

Organizational skills

Multitasking

Communication

Tools

Salesforce

Microsoft Office

Job description

Shoreline Group in Wisconsin is seeking an Insurance Office Professional to provide administrative and client support for financial advisors and members. You will greet clients, manage inquiries, coordinate meetings, and handle documents in a fast-paced, collaborative environment.

Ideal candidates have 2+ years of admin experience, strong organizational skills, and are comfortable with Microsoft Office and Salesforce.