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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 Responsibility:
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
Requirements:
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
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