Top 1 Insurance coordinator Jobs in Montgomery, Al

Wealth Coordinator II
MAX Credit Union —Montgomery, AL
- $26.21 - $39.32 an hour
- Mid-level
- Office
- Continuous improvement
3d

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Wealth Coordinator II
MAX Credit Union —Montgomery, AL
Supports the onboarding process for new investment and insurance clients, including loading data into financial planning tools and internal systems.
$26.21 - $39.32 an hour
3d

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Wealth Coordinator II

MAX Credit Union -
Montgomery, AL

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Job Details

$26.21 - $39.32 an hour
3 days ago

Qualifications

Newsletters (communication methods)
Life & Health Insurance License

Full Job Description

Essential Functions & Responsibilities:

Assists Wealth Advisors in client servicing, documentation, and execution of financial plans and investment strategies.

Prepares and maintains client files, investment documents, and compliance records with a high degree of accuracy.

Joins Wealth Advisors in select client meetings to record notes, assist in follow-ups, and ensure timely implementation of client goals.

Maintains up-to-date client records in CRM systems, including meeting notes, profile updates, and scheduling follow-ups.

Supports the onboarding process for new investment and insurance clients, including loading data into financial planning tools and internal systems.

Tracks and monitors annuity and life insurance cases from submission to approval, resolving underwriting issues as needed.

Liaises with the broker-dealer’s back office and third-party vendors to troubleshoot account-related concerns and ensure prompt resolution.

Manages and coordinates daily workflows, scheduling, and reporting functions for the Wealth Management department.

Oversees and maintains advisors' appointment calendars, proactively addressing scheduling conflicts and changes.

Prepares and distributes timely communications such as newsletters, compliance documentation, and client updates.

Ensures all documentation and procedures align with regulatory and internal compliance standards, including BSA and Red Flag training requirements.

Inputs new client data, prospects, and referrals into CRM; runs reports and schedules periodic reviews based on system data.

Tracks performance metrics and maintains department dashboards related to client interactions, insurance policies, and investment performance.

Evaluates and reports on client engagement metrics, campaign success, and internal process effectiveness.

Supports management in networking efforts by identifying and tracking referral opportunities from branches, commercial lending, and existing high-net-worth clients.

Introduces high-value members to Wealth Management services and promotes cross-functional collaboration within the Credit Union.

Executes thoughtful, timely client touchpoints including birthdays, anniversaries, and life events to enhance client loyalty.

Provides operational support across the Wealth Management team to improve productivity, sales, and overall client satisfaction.

Participates in team meetings, contributes to process improvement initiatives, and helps onboard new team members.

Maintains a member first mindset.

Upholds core values and builds team member and customer relationships.

Completes all training as required.

Performs other duties as assigned.

Licenses & Certifications

Required

Life/Health Insurance
Securities Industry Ess

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Wealth Coordinator II

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