To Apply for this Job Click Here

This is a temp-to-perm opportunity with an independent financial services firm specializing in life insurance and wealth transfer solutions for ultra-high-net-worth clients. The role is based in Needham, MA and includes free onsite parking. The position starts the week of January 5, runs 8:30 AM-5:30 PM, and pays $28/hour.

Job Responsibilities:

Provide administrative support to the underwriting team, including case setup and database managementPrepare, process, and track life insurance applications and underwriting documentationRequest and follow up on medical records, prescription checks, exams, and reportsSubmit underwriting files to insurance carriers and track informal offersManage document filing, data entry, invoicing, and policy delivery packagesCoordinate FedEx shipments and assist with case transitions to client services

Candidate Qualifications:

Bachelor's degree preferredHigh attention to detail with strong organizational and time-management skillsAbility to meet deadlines, follow defined processes, and manage multiple prioritiesStrong written and verbal communication skillsProficiency in Microsoft Office, Outlook, Adobe Acrobat, and SalesforceSelf-motivated, adaptable, and eager to learn new systems and processes

Qualified and interested candidates are encouraged to apply today for immediate consideration.

A 1441291HN_1768941810 To Apply for this Job Click Here