Risk Advisory Associate — Insurance & Wealth Solutions

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

Job summary

Fifth Third Bank in Cincinnati, OH is seeking a Risk Advisory Associate to support delivery of insurance and risk-management solutions within Strategic Client Advisory Solutions. You will manage case workflows, prepare applications and assist with policy reviews, reporting to the Director and Senior Risk Advisory Consultant.

The role emphasizes documentation accuracy, timely collaboration with carriers, underwriters and internal partners, while building foundational risk-advisory expertise and

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.
• Work with carriers, underwriters, transfer companies and other providers to resolve requirements and support timely implementation.
• Maintain accurate CRM, pipeline, electronic file and case-note information; ensure documentation is complete and readily available for review.
• Assist with in‑force policy data collection, annual reviews, premium tracking and identification of items requiring consultant attention.
• Follow licensing, privacy, documentation, suitability, escalation and operational requirements; promptly raise exceptions or concerns.
• Provide flexible coverage across regions, contribute to process improvements and build technical knowledge through coaching, training and progressively complex assignments.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support the team and company mission.

Skills

Case & workflow coordination

Documentation accuracy

Client service

Analytical support

Risk awareness

Education

Bachelor's degree or equivalent

Tools

CRM

Carrier portals

Microsoft Office

Job description

Fifth Third Bank in Cincinnati, OH is seeking a Risk Advisory Associate to support delivery of insurance and risk-management solutions within Strategic Client Advisory Solutions. You will manage case workflows, prepare applications and assist with policy reviews, reporting to the Director and Senior Risk Advisory Consultant.

The role emphasizes documentation accuracy, timely collaboration with carriers, underwriters and internal partners, while building foundational risk-advisory expertise and