Insurance Specialist

Job you will do

Typical Day in the Life

A typical day as an Insurance Specialist might include the following:

• Works with EBFS leadership to establish short-term and long-term goals and set revenue targets.
• Assists Director of Practice Management and Compliance Manager in determining workflows, processes, and procedures for insurance services.
• Handles client facing and back-office sales support and coordination, maximizing strategic partners and internal staff relationships.
• Provides insurance education, strategies, and resources to EBFS Financial Advisors and Eide Bailly tax, audit, industry and wealth planning staff and Partners.
• Researches and communicates life insurance, LTC/DI insurance, and annuity strategies.
• Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-sell firm services and deepen client relationships.
• Researches aspects related to case design including policy types, companies to consider, and new strategies.
• Collects data from client to prepare policies and reviews underwriting and other options.
• Attends meetings and continuing education sessions to stay current about products, services and policies.
• Complies with all industry rules and regulations.
• Performs all duties within the context of the EBFS One-Practice Model.

 

Who You Are

• Bachelor's Degree in Finance, Business or a related field.
• 5-7 years of experience in insurance services.
• Securities license preferred.
• Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), or other designations strongly preferred.
• Licensed Life and Health Insurance Professional preferred.
• Advanced knowledge of insurance principles and related software applications.
• Demonstrates quality and discipline while working on independent projects.
• Strong business development and account management skills within the financial services sector.
• Strong verbal and written communications skills and effective presentation skills.
• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Ability to establish and maintain effective working relationships with co-workers and clients.
• Proficient with computers, Microsoft Office and using various software packages.
• Demonstrates competencies in accordance with Career Development.
• Requires prolonged sitting, some bending, stooping and stretching.
• Requires hand-eye coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
• Hearing must be in the normal range for telephone contacts.
• Requires the ability to lift up to 20 lbs.
• Ability to travel up to 20%, using a personal vehicle.
• Ability to work overtime when needed.
• Prompt and dependable attendance.

Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

 

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, Pinterest or our About Us page.

 

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About the team


Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

 

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. We support living healthier lives with perks like a Wellness Benefit to be spent on fitness-related purchases each year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.