• Insurance Associate

    ID
    2018-7075
    Job Locations
    US-CA-San Francisco
    Category
    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 relationship management and administrative support to the Estate and Business Planning Specialists in our San Francisco Office.

     

    This position requires strong relationship management skills in order to build successful partnerships between all parties. The ideal candidate must be able to work successfully with colleagues to provide support to senior wealth management professionals in insurance offerings.

     

    Dedication to excellence, desire to do the right thing, strong work ethics, and a positive attitude are key to success.

    Responsibilities

    • Support the San Francisco Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line
    • Manage business  utilizing Smart Office agency management system
    • Prepare memos, letters, documents and reports for internal and external distribution by translating conceptual direction into succinct communications
    • Work closely with Compliance and Operations on requested approvals or reviews
    • Manage calendaring and department wide communications.
    • Track commission and revenue generated by the Estate and Business Planning Specialist
    • Manage client opportunity list and client insurance underwriting file
    • Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations.
    • Excellent attention to detail and high degree of accuracy and consistency

    Qualifications

    • California or other state life insurance license required
    • Proficient with using personal computers in a Windows-based environment including Microsoft Office Suite
    • Strong organizational, communication (verbal and written), and client relationship management skills - interactions will be in person, telephonic or via email
    • Bachelor of Science / Bachelor of Arts degree required or equivalent work experience
    • Use of tact and discretion when dealing with clients and/or sensitive data
    • Excellent customer service skills
    • Exceptional problem solver that employs great judgment and the ability to work independently to solve issues under normal supervision
    • Desire to work in a fast paced environment and ability to work extra hours as necessary to get the job done and where colleagues know how to have fun

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