Looking for Talented Insurance Specialists

Company: Life Line Financial Group
Location: Beverly Hills
Posted on: June 15, 2022

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