Insurance Implementation Associate

Position Overview

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission is to help our clients achieve financial freedom… one opportunity at a time through creative business and personal planning. Joining our close-knit team will inspire professional growth and create a lasting impact on both our organization and community.

This full-time position focuses on processing all life insurance applications, ordering medical records, managing insurance cases as backup, following up on policy requests, supporting inforce business, and assisting the Vice President and/or Manager with administrative duties.

Key Responsibilities

• Document Management and Processing: Scan and upload new insurance forms into Docupace, process Life and Disability Insurance applications, and maintain accurate records and documentation.
• Policy and Service Support: Order and follow up on medical records, submit and track pending service requests, manage follow-up folders, and assist with outside business policy-related tasks.
• Suitability Process: Request and submit suitability forms to Cetera, enter policy numbers into Docupace, and track completion including 30-day follow-ups.
• Administrative Support: Provide assistance to the Vice President and Manager of Insurance Operations, serve as backup when needed, communicate with advisors regarding pending business, and offer support to reception.

Required Qualifications

• High School diploma
• Two or more years of experience in an office environment
• Excellent interpersonal skills with the ability to handle sensitive and confidential situations with poise, tact, and diplomacy
• Strong attention to detail and the capability to juggle multiple tasks in a fast-paced environment

Preferred Qualifications

• Working knowledge of life insurance
• Proficiency in Microsoft Office Suite, databases, spreadsheets, Access, and Internet applications
• Experience with office equipment including computer, voice messaging systems, fax, photocopier, and ability to type at least 50 wpm

Benefits & Perks

• Employer Paid Medical Insurance
• 401k contribution (up to 10% based on eligible compensation)
• Annual Variable Compensation and Bonuses
• Employer Licensing Coverage and Growth Opportunities

Renaissance Financial is an equal opportunity employer that celebrates diversity and is committed to creating an inclusive environment for all employees.

We are also committed to providing an accessible work environment. Please let us know if you require accommodations during the application or employment process.