• Insurance Associate

    Job Locations
    US-CA-Los Angeles
    Wealth Management
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.


    We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.


    The primary function of the Insurance Associate role is to provide a wide range of SmartOffice CRM system and administrative support to assigned Sr. Insurance Associate in our Century City Office.



    1. Manage team documentation necessary in SmartOffice CRM system, including:
    • Entering contact details, referral info (if applicable) and initial notes
    • Updating notes as needed
    • Adding to Opportunity (if/when case moves to pipeline)
    • Creating Informal Parent/Child Cases (if/when case moves to underwriting)
    • Uploading all required KYC documents to PaperClip
    • Entering/updating informal offers
    • Updating case through each step of underwriting process
    • Uploading application/policy data pages/executed delivery receipt documentsto PaperClip
    • Confirming when policy goes inforce and confirm all referral parties are correctly coded (% breakdown) in formal case record
    • Coordinating with Insurance Group staff on any system updates/process changes
    • Running reports, as needed
    • Managing the Referral Tracker, Pipeline Updates (Opportunity), and Pending Cases


    1. Assist in handling overflow inbound call activities


    1. Assist in creating Excel models to support team engagement work



    • Experience with SmartOffice CRM system or demonstrated proficiency at adopting and embracing new systems
    • Life/Health insurance license, a plus
    • Excel power user
    • Proficient at all other Microsoft Office programs
    • Strong attention to detail
    • Able to manage interruptions and multitask
    • Strong team orientation
    • Previous experience demonstrates compatibility to FRB values
    • Undergraduate degree in Finance or Business Administration


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