Manager

Job Description:

Our client is an independent firm that serves as a guide and service platform for ultra-affluent clients seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts. This fast-growing company based in New York City is looking for motivated, agile, and detail-oriented individuals to help it build and scale the organization.

Location: Mid-town Manhattan
This role will start with 5 days in the office and has the potential to convert to hybrid based on performance after 6 months in the office.

This role will start with 5 days in the office and has the potential to convert to hybrid after 6 months in the office.

Responsibilities:

• Working with a Sr. Implementation Manager to execute case management from inception through completion, including periodic reporting to clients, the client’s relationship manager, and the professional services team.
  
• Project manage process and prompt client relationship manager to obtain ongoing information that IM is unable to obtain directly.
  
• Prepare timely client communications with strict adherence to template, business, and writing fundamentals.
  
• Communicate professionally, concisely, and effectively to both internal and external parties throughout the underwriting process.
  
• Schedule and conduct telephone interviews with clients and third parties, as needed, to ensure accurate and up-to-date information is maintained.
  
• Schedule and, if needed, attend insurance medical exams to ensure strict adherence to the process
  
• Coordinate ordering of medical records and review records upon receipt for gaps and/or items of interest
  
• Coordinate financial underwriting and review records upon receipt for gaps and or items of interest.
  
• Prepare and review detailed cover letters and application paperwork to insurance companies and clients.
  
• Work with the client’s advisors to complete the financial underwriting requirements and justification memoranda.
  
• Work with professional advisors to obtain ownership and beneficiary information, including coordinating trust and LLC formation.
  
• Coordinate signatures, delivery requirements, and application submittals to insurance companies.
  
• Ensure the firm’s Case database is up to date daily.
  
• As needed, assist with process improvement or other team-wide initiatives and tasks.

Requirements:

• Sense of project ownership
  
• Organized and reliable: able to organize, prioritize, manage, and meet timelines on multiple tasks and requests simultaneously.
  
• Exceptional Detail and Process Orientation: able to follow processes and identify data and formatting errors, and missing information.
  
• Exceptional oral and written communication with strict adherence to writing fundamentals.
  
• Ability to anticipate issues and communicate quickly and effectively.
  
• Ability to work in a fast-paced environment, under pressure, and meet deadlines.
  
• Flexible to change in project structure.
  
• Bachelor’s degree preferred.
  
• Proficient in Word and Excel
  
  Adaptable
  
  
• Exercises good judgment and common sense
  
• Knowledge of the securities industry, account opening, compliance, life insurance, legal contracts, and the insurance company(ies) is a plus.