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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 management
- Prepare, process, and track life insurance applications and underwriting documentation
- Request and follow up on medical records, prescription checks, exams, and reports
- Submit underwriting files to insurance carriers and track informal offers
- Manage document filing, data entry, invoicing, and policy delivery packages
- Coordinate FedEx shipments and assist with case transitions to client services
Candidate Qualifications:
- Bachelor’s degree preferred
- High attention to detail with strong organizational and time-management skills
- Ability to meet deadlines, follow defined processes, and manage multiple priorities
- Strong written and verbal communication skills
- Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and Salesforce
- Self-motivated, adaptable, and eager to learn new systems and processes
Qualified and interested candidates are encouraged to apply today for immediate consideration.
