Client Service Associate - Insurance

Job Title: Client Service Associate – Insurance

Location: Premier Planning Group

221 E. 4th Street, Suite 405

Cincinnati, OH 45202

Position Type: Full-Time

Hours: 8:30am – 5:00pm, M-F

Who We Are

Premier Planning Group, LLC is a wealth management firm committed to offering financial planning services tailored for families and business owners. Our team is dedicated to helping our clients achieve their financial goals and secure their future. Whether you're planning for your family's future or strategizing for your business's growth, we're here to provide you with personalized solutions. We offer insurance and financial services through Ameritas Investment Company (AIC) and securities and investment services through Ameritas Advisory Services (AAS). We are represented in three offices across three states – Phoenixville, PA; Cincinnati, OH/Northern KY; and Toledo, OH.

The Role

As the Client Service Associate – Insurance, you will be a valuable partner in maintaining client relationships. Your primary responsibility will be to establish life and disability insurance policies for new and existing clients, while maintaining the regular, efficient, and timely service of existing policies. You are a critical team member who facilitates client communication and collaborates with financial advisors to provide comprehensive financial solutions to our valued clients. This role demands a strong work ethic, interpersonal skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.

Key Responsibilities

● Establish and proactively maintain positive relationships with clients.

● Facilitates the application process of opening new life and disability insurance policies.

● Process ongoing updates to existing client life and disability insurance policies.

● Maintain accurate client records and documentation within the firm’s CRM (Client Relationship Management) system, affecting timely updates as needed.

● Collaborate with team members to effectively create and maintain the firm’s daily logs, procedures, and processes to meet regulatory standards.

● General office administrative tasks

Desired Qualifications

● Associate's degree or higher, preferably in business or financial-related studies.

● Two years of experience serving in an insurance agency or similar client-facing role is preferred.

● Experience using the Microsoft Office Suite.

● Experience using Client Relationship Management software (CRM) to update client information, document client notes, workflows, tasks, and appointments.

● Experience with life and disability insurance applications and servicing existing policies.

● Detail-oriented with organizational, interpersonal, and written/verbal communication skills.

● Ability to multitask while maintaining accuracy and professionalism.

● Life insurance licenses are preferred, or the ability to obtain within three months.

Compensation & Benefits

• Expected starting annual salary range is $45k - $50K, commensurate with experience
• Bonus potential tied to firm and personal performance
• Health, Dental, Vision insurance
• Life & disability insurance
• 401 (k) Plan with company match, up to 4%
• Paid time off and holidays (25 total)
• Hybrid work schedule (Friday Work From Home), after 90 days
• Paid parking
• Education opportunities

How to Apply

If you meet the qualifications and want to join this team of talented individuals, please send your resume to Joel Kubala, Director of Financial Planning and Office Management at [email protected].

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person