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Lindberg & Ripple · 5 hours ago

Insurance Client Service Associate

West Hartford, CT

Full-time

Onsite

New Grad, Entry Level

Lindberg & Ripple is seeking an Insurance Client Service Associate to support advisors, clients, and colleagues by delivering accurate and timely post-issue servicing for existing insurance policies. The role involves maintaining and updating client and policy data while ensuring high-quality service for life, disability, and long-term care products.

Financial Services

Responsibilities

Provide prompt, accurate policy support for our insurance team, assisting with post-issue policy inquiries from clients, their advisors and co-workers

Communicate directly with multiple insurance carriers to obtain accurate, timely information

Develop expertise in carrier administrative procedures and foster positive relationships with the carriers

Process policy changes (e.g., coverage modifications, beneficiary/ownership changes, assignments, surrenders, loans, lapses, address changes) and record updates in our database

Update and maintain our client database, Smart Office

Train coworkers as needed

Maintain and share weekly activity reports with supervisors and advisors

Perform other duties as assigned