Essential Duties & Responsibilities

• Manage and resolve client service issues in a timely manner
• Provide best-in-class customer service while servicing client requests (beneficiary changes, linking a new bank account, loans, address changes, etc.)
• Maintain & manage client database (Redtail)
• Ensure clients are billed properly and policies paid to-date
• Review pending lapse reports and proactively communicate deadlines to client and advisor
• Maintain and organize all client files and records
• Monitor and evaluate customer satisfaction with a feedback process

New Business Implementation

• Accurately prepare all necessary paperwork for the implementation of insurance and/or investment products, including having all forms signature ready for the client and advisor (docusign or wet signature)
• Order all necessary underwriting requirements for insurance product implementation
• Track new business pipeline and provide weekly status report
• Record paid-for business in new business/commission tracking system
• Provide clear and concise updates to clients throughout the process in a professional manner
• Review the issued policies and investment contracts for accuracy and prepare for delivery
• Actively find ways to automate or simplify the new business implementation process

• Education and Experience

  Requirements

• High school diploma, GED, or equivalent
• 3 years’ experience within insurance/investment advisory industry
• Bonus Points For
• Life, Accident, and Health licensed
• SIE, Series 6/7, and 63 licensed

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.