Looking for Talented Insurance Specialists
Company: Life Line Financial Group
Location: Beverly Hills
Posted on: June 15, 2022
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Job Description:
Position DescriptionLifeLine Financial Group is a premier wealth
and business management firm with offices in Beverly Hills and
Denver. Our tailored and comprehensive wealth planning approach
empowers our clients to focus on their craft and plan strategically
for their future. We offer financial wellness for our clients by
delivering exceptional financial services including daily
bookkeeping, cash flow management, estate planning, tax planning,
and risk management. We are currently seeking a professional with
an insurance background to join our passionate, dedicated, and
vibrant team as an Insurance Specialist. This position requires a
full-spectrum understanding of the insurance landscape including
property and casualty (personal and commercial lines), benefits,
and life insurance. The ideal candidate is a detail-oriented
critical thinker who is capable of simultaneously managing multiple
tasks, working both independently and collectively, and towards our
firm's goal to protect and build wealth for our elite
clientele.ResponsibilitiesWork with department lead in the
management of client renewals, placement of new business, and
implementation of the firm's risk management strategyReview client
exposures and prepare submissions for new policy placement and
renewalsConduct policy reviews to ensure accuracy and consistency
with client exposureManage endorsement requests and confirm timely
receipt and processing of updated policy formsField
evidence/certificate of insurance requests from clients/lenders to
applicable agent/broker partnersProvide detailed status updates of
all pending tasks within the firm's client management
systemCultivate positive and efficient relationships with fellow
team members, clients, and our service providers.Be a team player.
Have fun. Work efficiently. Be a professional of integrity. Seek
balance.QualificationsBachelor's degree with 3 years of
insurance/risk management experience with an agent/broker, risk
manager, or insurerExperience managing the insurance placement
process with an understanding of the insurance marketplace,
underwriting needs, and market trendsCritical thinking self-starter
with strong organizational skills and a propencentity for detail
and task completionExcellent communication and interpersonal
skillsExceptional time management skills with an ability to
multitask and provide follow-upProficient in Google Suite and
Microsoft OfficeThe PerksCompetitive salary and bonus
potentialMedical, dental, and vision insurance401k with generous
employer matchGenerous paid time off (PTO)Paid vacation, holidays,
and sick leaveShort-term disability, long term disability, and life
insuranceOpportunities for growth and advancementVibrant, fun, and
supportive family-orientated company cultureFlexible work
environment
Keywords: Life Line Financial Group, Beverly Hills , Looking for Talented Insurance Specialists, Other , Beverly Hills, California
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