EPIC Brokers
Financial Planning and Design Coordinator with Life Insurance Product Expertise
1140 Avenue of the Americas 8th Floor, New York, NY 10036
Sponsorship not specifiedDetected 23 hours ago
EpicResearchLeadershipCommunicationCollaborationProblem SolvingProperty & Casualty
About the role
- EPIC Insurance Brokers & Consultants along with our family of companies has revenues over $1 Billion.
- We believe the success of our model is a direct result of providing an exceptional client experience.
- In today's challenging environment it is essential our clients have a risk advisory team with experience not only in the technical nuances of their profession but professionals that have navigated through market cycles and think beyond traditional solutions.
Responsibilities
- Support key external and internal clients
- Able to manage multiple, concurrent projects and deliverables
- Play an important role in Vanbridge's growth and management, as applicable, ensuring connectivity across all communications while guiding and supporting partners in strategy and execution.
Benefits
- Highly customer-focused with the ability to think strategically and provide a clear vision that promotes team collaboration
- Policy Analysis: Analyze various life insurance policies to determine the best fit for clients' financial plans.
- Recommendations: Provide tailored recommendations on life insurance policies that align with clients' objectives.
- Education: Educate clients on the benefits and features of different annuity and life insurance solutions.
- application process, policy management, and any necessary adjustments to their coverage.
Company info
- Ensure all recommendations and transactions comply with regulatory requirements and company policies.
- Come join Vanbridge, an EPIC company and its Life & Executive Benefits platform to continue our lead in the insurance and risk advisory consultation space.
- We are proud to consistently be a best place to work with outstanding benefits, camaraderie around the country.
- Today, we are a unique and innovative risk management, executive and employee benefits insurance brokerage and consulting firm with offices and leadership across the country.
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This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.