UHNW Client Relationship & Life Insurance Specialist

Cornerstone Advisors - Ensure You'll Endure™; Allentown (Lehigh County); On-site; USD 35,000 - 65,000; Full time

Job summary

Cornerstone Advisors - Ensure You'll Endure™ seeks a Client Relationship Specialist to support ultra-high-net-worth clients with life insurance portfolio reviews and project execution to keep portfolios aligned with custom planning.

The role requires exceptional attention to detail, the ability to switch focus quickly, and independent organization while upholding confidentiality. You'll interact with clients, advisors, and producers to coordinate intermediate to complex plan designs.

Qualifications

• Outstanding organization and priority-setting skills, displaying a sense of urgency to meet deadlines and follow through on multiple tasks and projects simultaneously
• High level of attention to detail
• Strong PC Skills – Microsoft Office (Word, Excel, PowerPoint, Visio), Internet & CRM
• Excellent verbal and written communication skills
• Proactive, self-motivated, able to learn, retain, and apply knowledge quickly
• Ability to work independently and perform well in a fast-paced environment, displaying a sense of urgency
• Demonstrate independent judgment and well-developed emotional intelligence
• Commitment and dedication to client service excellence and comfortable communicating with high-net-worth individuals
• Professional interpersonal skills and team-oriented
• High level of discretion and able to maintain confidentiality
• Education and Experience:
• MS Windows, Office, and internet proficiency required
• Life Insurance background preferred
• Experience with data analysis is useful

Responsibilities

• Provide a high level of quality client service.
• Manage multiple tasks accurately and completely while documenting and maintaining deadlines.
• Complete Tickler Reports and related communications by a specific date each month.
• Set up and maintain Split Dollar policies.
• Prepare initial letters as needed.
• Prepare Split Dollar Agreements, Split Dollar Spreadsheets, gifting charts, and other documentation if applicable to the client.
• Research and evaluate requests from clients and shareholders.
• Understand and perform research at various complexity levels for existing policies regarding requests (such as loan availability, form retrieval, change of VUL allocation, o/b forms).
• Perform necessary changes, maintain, and organize internal client files and systems to support requests, obtain and process forms, handle follow-up from carriers and/or clients, and complete other necessary tasks within satisfactory time frames.
• Produce and analyze In-force Client Reviews.
• Run and analyze in-force illustrations within predetermined timelines.
• Collect client data and analyze current and recommend changes to support the estate planning and insurance program.
• Communicate to clients, shareholders, and advisors research findings, changes, requests, other information, and data requested, as appropriate.
• Process and analyze the variable reports annually on policy anniversary.
• Update Excel spreadsheets with a high level of accuracy with appropriate information using annual reports.
• Process yearly cash value reporting for corporate and individual policies as requested from clients or appearing on the monthly Tickler Report.
• Maintain awareness of workflow in the department.
• Provide support for other members of CRT as necessary.

Skills

Organization

Attention to detail

PC Skills

Communication skills

Proactive

Independence

Discretion

Client service

Interpersonal skills

Education

MS Windows, Office proficiency

Life Insurance background preferred

Data analysis experience helpful

Tools

Microsoft Office suite

CRM

Job description

Cornerstone Advisors - Ensure You'll Endure™ seeks a Client Relationship Specialist to support ultra-high-net-worth clients with life insurance portfolio reviews and project execution to keep portfolios aligned with custom planning.

The role requires exceptional attention to detail, the ability to switch focus quickly, and independent organization while upholding confidentiality. You'll interact with clients, advisors, and producers to coordinate intermediate to complex plan designs.