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Insurance Coordinator |
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This position is accountable for the daily support of the Wealth Planning and Business Insurance Specialist. The incumbent acts as the major communication link between the Financial Advisor (FA), the Wealth Planning and Business Insurance Specialist, the Insurance Coordinator, internal groups such as MLIG Finance, MLIG Legal, MLIG Ops, I &WM Marketing, I & WM Strategic Planning, I & WM Relationship group, non-proprietary vendors and the National Sales Director. Administrative support for the WPBIS and the life insurance sales process will include: handling phone calls, calendar management, booking travel, scheduling conf. calls, expense and requisition reporting, presentation preparation, running illustrations, processing applications, case management through underwriting and policy service for existing block of business. Qualifications: Strong administrative experienceHighly developed verbal and written communication skills a mustWork productively in a fast paced environment, prioritizes and multi-tasks efficientlyProvide excellent customer serviceProfessional appearance Positive attitudeAbility to work independentlyBuilds and maintains relationships with all layers of management, with home office personnel, FAs/CAs, ML clients and non-proprietary carriersStrong computer skills For details, please find job posting: http://www.investmentbankcareer.com/company.php?&company=Merrill+Lynch&limit=100&radius=5&city=Boston&position=&date=date
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