Practice Coordinator

North Star Resource Group; Minneapolis (MN); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Generous PTO

Medical coverage

Dental coverage

Vision coverage

Life Insurance

401K match

Job summary

North Star Resource Group is seeking a Practice Coordinator to support advisor services. You will manage daily operations, improve client experience, maintain confidentiality, and coordinate with carriers and internal specialists to resolve issues.

The role requires a four-year degree or equivalent, strong Microsoft Office skills, excellent communication, and high attention to detail. This position offers a competitive pay rate and a generous benefits package.

Qualifications

• Four-year degree or equivalent work experience.
• Strong computer skills; Microsoft Office experience preferred.
• Excellent verbal and written communication skills.
• Uphold confidentiality of information that aligns with company's core values.
• Ability to coordinate multiple tasks and priorities.
• High attention to detail.

Responsibilities

• Oversee daily operations to support advisor services.
• Resolve complex client situations with initiative.
• Coordinate with outside carriers and internal specialists.
• Master internal computer systems and data handling.
• Perform other duties as assigned.

Skills

Communication

Confidentiality

Time Management

Attention to Detail

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Position: Practice Coordinator

Reports to: Manager, Advisor Services

COMPENSATION & BENEFITS:

• $22.00- $25.00 per hour depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability
• 401K match

ORGANIZATION/BUSINESS OVERVIEW:

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

We are looking for individuals to join our company that live our core values:

• Responsibility
• Faith
• Integrity
• Growth
• Gratitude
• Service

POSITION SUMMARY:

This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Practice Coordinator, you will be a vital piece of the advisor's practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned.

Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.

• Four-year degree or equivalent work experience
• Strong computer skills, Microsoft Office Suite experience preferred
• Excellent verbal and written communication skills
• Uphold confidentiality of information that aligns with company's core values
• Ability to coordinate multiple tasks and priorities
• High attention to detail

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

ADDITIONAL SKILLS AND EXPERIENCE:

• Good organizational and demonstrated problem solving skills a plus.
• Knowledge of insurance/ financial services industry
• Life/Health licensing is a plus