Top 777 Insurance Administrator Jobs

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Benefit Fund Administrator
The Teamsters Local 705 Benefit Funds —Chicago, IL
- $175,000 - $225,000 a year
- Email
- 7 years
- Writing skills
- HIPAA
- Free parking
- Paid holidays
Quick Apply
9d
Systems Administrator III, Health Systems (Epic Prelude or Grand Central or Benefits)
Kaiser Permanente —Greensboro, NC
- $89,400 - $115,610 a year
- Full-time
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
4d
Administrative Assistant - Social Security Disability Claims
Duncan Disability Law, SC —Nekoosa, WI
- From $16 an hour
- Full-time
- Office
- Administrative experience
- Data entry
- Dental insurance
- Paid time off
Quick Apply
Benefits Administrator
Gana-A Yoo, Limited —Anchorage, AK
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Licensed Roofing Claims Administrator / Public Adjuster
Green Attic Insulation —Mount Prospect, IL
- From $20 an hour
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
8d
Benefits Administrator
National Services Group, Inc. —Irvine, CA
- $75,000 - $80,000 a year
- Full-time
- Background check
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Office Manager
Wendy Most Insurance Agency —Durango, CO
- $55,000 - $70,000 a year
- Full-time
- Background check
- Management
- Computer literacy
- 401(k)
- Paid time off
Quick Apply
9d
Employee Benefits Administrator Account Manager
Cosmo Insurance Agency —Lakewood, NJ
- $75,000 - $100,000 a year
- Full-time
- HIPAA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Receptionist/Administrative Assistant
Keys Anchor Insurance Agency —Big Pine Key, FL
- $17 - $21 an hour
- Full-time
- Computer literacy
- Office
- Administrative experience
Quick Apply
2d
Service Coordinator / Claims Administrator
RV Leaders Inc —Adamsburg, PA
- $20 - $22 an hour
- Full-time
- Dealership
- Administrative experience
- In-person
- Paid training
- Opportunities for advancement
Quick Apply
Executive Assistant
Erie and Niagara Insurance Association —Williamsville, NY
- $55,000 - $65,000 a year
- Full-time
- Background check
- Clean driving record
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Paryoll, Benefits and HRIS Administrator - Hybrid
Physical Electronics USA —Chanhassen, MN
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Finance
- Business
- Profit sharing
- Paid holidays
Quick Apply
2d
President & Chief Operating Officer, Insurance Brokerage Firm
Kincaid Family Holdings —Remote
- From $250,000 a year
- Full-time
- Remote
- Background check
- Travel
- US work authorization
Quick Apply
8d
Agency Operations Manager
Farmers Insurance Group - Mahmoud Eldaba Agency —Minneapolis, MN
- $75,491.30 - $90,914.26 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Licensed Administrative Assistant
LOTUS Financial Partners —Denver, CO
- $60,000 - $69,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Account Executive Employee Benefits Administrator
Cosmo Insurance Agency —Lakewood, NJ
- $52,000 - $72,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
8d
Treatment Plan Coordinator/ Front Office Administrator
AFRA Dental Group —Corona, CA
- $25 - $28 an hour
- Full-time
- Spanish
- Dental office
- Mid-level
- Dental insurance
- Paid time off
Quick Apply
2d
Sales Administrative Assistant
Davidsons Inc —Prescott, AZ
- From $19 an hour
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
Water Restoration Claims Administrator
Roto-Rooter Services Company —Tempe, AZ
- $24 - $26 an hour
- Full-time
- Bilingual
- Mid-level
- Residential
- Profit sharing
- Paid training

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Strong communication skills
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

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Refine Your Search

Insurance Administrator jobs

Registered Client Administrative Manager

Benefit Fund Administrator

Systems Administrator III, Health Systems (Epic Prelude or Grand Central or Benefits)

Administrative Assistant - Social Security Disability Claims

Benefits Administrator

Licensed Roofing Claims Administrator / Public Adjuster

Benefits Administrator

Office Manager

Employee Benefits Administrator Account Manager

Receptionist/Administrative Assistant

Service Coordinator / Claims Administrator

Executive Assistant

Paryoll, Benefits and HRIS Administrator - Hybrid

President & Chief Operating Officer, Insurance Brokerage Firm

Agency Operations Manager

Licensed Administrative Assistant

Account Executive Employee Benefits Administrator

Treatment Plan Coordinator/ Front Office Administrator

Sales Administrative Assistant

Water Restoration Claims Administrator

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