Insurance Specialist, Wealth Management

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Insurance Specialist to join their dynamic team.

This role specializes in supporting regional wealth advisors and client stewards with the sale, underwriting and ongoing client service of life, disability and long term care insurance. Beyond insurance, this role will be part of the overall Aprio Wealth Management operations team helping with new client onboarding, billing and client service. 

Position responsibilities:

• Support a team of financial advisors with all aspects of insurance sales, underwriting and client service.
• Input data, prepare proposals and gather information in preparation for client/prospect meetings
• Create insurance applications, conversions and policy changes assuring completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Makes sure all applications are complete before submittal to avoid delays, and additional work for clients
• Act as a liaison ensuring all requests from underwriters are followed up with in a timely manner 
• Contact and advise clients regarding late payments and other non-securities sales- and service-related issues
• Tracks all steps as outlined in our CRM database
• Ensure client insurance information is up to date in eMoney and utilize eMoney reporting for proactive service
• Process incoming service requests from clients: process address changes, bank change information, etc.
• Proactive management of tasks, workflow, and relationships
• Assist advisors and group operations with new client onboarding, billing and general client service. 
• This individual maintains electronic client files, file new statements, account forms and other insurance/investment-related materials

Qualifications:

• Must hold an active license for Life, Long Term Care and Disability Insurance
• Minimum 5 years experience in supporting high volume insurance sales team
• Experience with trust and estate documents and corporate agreements
• Excellent writing and communication skills
• Proficient with Microsoft Office, Salesforce, Hubspot and eMoney
• Demonstrated organizational and time management skills 
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Embraces change and work in a fast-paced environment
• Investment licensing and experience preferred

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.