Service Coordinator

Overview:

Tellaro Wealth Management (TWM) seeks a Client Service Coordinator to provide impactful support for TWM’s Advisors. Based out of the Boston office, this is a unique opportunity to work in a highly regarded and rapidly expanding Wealth Management firm.

The Client Service Coordinator is the primary facilitator and executor of all new insurance business across Tellaro Wealth Management. This critical, entry-level role will shepherd all new insurance applications/paperwork and inquiries through TWM’s end-to-end onboarding process. From initial insurance application prep work to final policy delivery and account funding, the Client Service Coordinator will own the entire new insurance business operation, and continually enhance and improve the process as needed. This team member’s primary goal is to deliver a seamless and efficient experience for all clients and colleagues.

Responsibilities:

The responsibilities of the Client Service Coordinator include, but are not limited to, the following:

Insurance Services:

• Manage all new insurance business applications and submissions
• Liaison between clients and underwriting to satisfy all requirements
• Coordinate insurance medical exams
• Correspond with medical record retrieval teams
• Facilitate policy delivery and acceptance process
• Coordinate and align all billing requirements
• Prepare Term Conversions and APB illustrations and applications
• Monitor and Action Pending Report
• Plan and prepare insurance information for weekly status meetings
• Issue Change of Beneficiary Forms/Service Requests
• Update client data and information in NM Systems

Client Communication:

• Manage advisor calendar and scheduling
• Professional client communication, including weekly status updates
• Gather client data as needed
• Ensure all forms and submissions are complete and vetted for accuracy

Operations:

• Leverage CRM as the exclusive tool for all workflow, work assignments, and internal task communications
• Coordinate new client onboarding process
• Update and maintain all new business trackers
• Meet and coordinate daily with operations team, advisors as needed
• Run financial plans for advisor
• Provide team and functional out-of-office support

Requirements:

• Bachelor’s degree
• Clean background check, U4
• Massachusetts Life, Accident & Health License (within first 3 months of hire)
• Team-player, excellent prioritization skills, flexible, detail oriented
• Positive attitude and team approach is mission-critical

Results (KPI):

• Quality: Client experience & feedback
• Volume: Number of applications, accounts
• Expediency: Turnaround, resolution time
• Collaboration: Internal interactions, responsiveness, reliability, integrity

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person