Risk Advisory Associate: Insurance & Wealth Strategy

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

Job summary

Fifth Third Bank is seeking a Risk Advisory Associate in Cincinnati, OH to support insurance case delivery and policy administration within Strategic Client Advisory Solutions. You will coordinate documentation, track requirements and assist senior consultants in client service and solution design.

You will develop risk-advisory expertise while supporting line-of-business interactions and maintaining CRM and file accuracy. This role emphasizes compliance, collaboration and continuous learning.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three+ years in insurance, wealth management, financial planning or banking operations with client service.
• Active state life/health/long-term care licenses required per guidelines.

Responsibilities

• Coordinate insurance cases from intake to underwriting, through delivery.
• Prepare applications, policy changes and service forms with accuracy.
• Gather data, organize coverage and support risk assessments for wealth strategy.

Skills

Case management

Documentation

Client service

Analytical support

Risk awareness

Education

Bachelor’s degree

Education/experience mix

Tools

CRM

Carrier portals

Microsoft Office

Job description

Fifth Third Bank is seeking a Risk Advisory Associate in Cincinnati, OH to support insurance case delivery and policy administration within Strategic Client Advisory Solutions. You will coordinate documentation, track requirements and assist senior consultants in client service and solution design.

You will develop risk-advisory expertise while supporting line-of-business interactions and maintaining CRM and file accuracy. This role emphasizes compliance, collaboration and continuous learning.