Overall Function

Cannataro Family Capital Partners (CFCP) focuses on providing comprehensive, customized, objective financial planning and wealth management advice. Our team has more than 30 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, and from licensed professionals to affluent families.

We systematically plan according to the complexity and uniqueness of each client’s situation. We are acutely focused on a process-driven model. Through that discipline we uncover an array of financial needs, goals, and concerns of our clients. CFCP has been named FT Top 400 Advisor, Forbes Best in Sate Wealth Advisor and Top Financial Professional.

We are currently seeking an individual to join our insurance desk as an Insurnace Operations Specialist.

Job Description

· New Client Onboarding - Process insurance applications, guides clients through the underwriting process and communicates with clients about next steps in the process

· Respond to client inquiries in a professional manner

· Process client service request (e.g. address changes, beneficiary changes etc.).

· Follows-up to ensure all client service is completed and tasks are followed up on.

· Maintain Daily Status Report (Late Pays/Lapses) and call clients who need to pay their bill.

· Serve as a liaison between the Home Offices and the client

· Schedule medical exams and Initiate and track down Attending Physician’s Statements

· Keep wealth managers up to date on application and client statuses

· Coordinate address changes into CRM system

· Serve as the primary point of contact to help clients connect their accounts to our account aggregation tool online

Qualifications:

· Bachelor’s Degree required

· At least two years of insurance underwriting and operations experience

- Life and Health Insurance license

· Effectively leads and facilitates groups of people and the work of others.

· Superior communication and presentation skills.

· Ability to create urgency and help clients take action.

· Works effectively with people at all levels and build strong relationships.

· Capable of working interdependently with others and effectively providing feedback to team members

· Aptitude for addressing issues in a proactive and creative manner, mediate critical issues, and lead crucial conversations using a results-focused approach.

· Effectively manage time to address multiple priorities at multiple levels.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• New York, NY 10167: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Financial planning: 1 year (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Work Location: One location

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