The Individual Insurance Advisor Support Associate plays a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence. This position helps streamline the sales process, allowing advisors to focus on building relationships and driving business growth. By ensuring compliance, managing cases, and delivering exceptional service, you will enhance advisor credibility, strengthen customer trust, and contribute directly to the value of the advisor’s book of business.

Responsibilities

• Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up.
• Organize and execute daily workload to meet service level agreements and operational targets.
• Stay current on product updates and software enhancements to support advisor efficiency.
• Deliver high-quality, compliant work with solid attention to detail.
• Solve complex problems and conduct ...