It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

As an Insurance Assistant at Provenance Wealth Advisors, you will play an integral role within the Insurance Unit supporting the delivery of insurance solutions within a comprehensive wealth management platform. This role focuses on administrative and operational tasks to ensure efficient processes in the insurance unit. The position will collaborate closely with Advisor teams to ensure a seamless client and advisor experience from product illustration through policy delivery.

DESCRIPTION

Technical Responsibilities

• Assist with preparation and submission of insurance applications across multiple carriers.
• Track and maintain all insurance cases and activities using CRM systems and internal reporting tools.
• Coordinate medical exams and third-party requirements for underwriting.
• Run basic insurance illustrations (life, disability, LTC) and request advanced illustrations as needed.
• Ensure compliance with carrier guidelines, as well as State and broker-dealer regulation.
• Organize unit digital insurance files and ensure CRM records are complete and accurate.
• Monitor industry trends, product updates, and regulatory changes to ensure best practices and product suitability.

Advisor Support Responsibilities

• Coordinate medical exams and application logistics with Advisor teams.
• Act as a point of escalation for Advisor team insurance service matters requiring deeper expertise or carrier coordination.
• Collaborate with Advisor teams to review open cases, illustration requests, and upcoming business opportunities.
• Partner with teams and other internal departments to ensure consistency and accuracy throughout the insurance process.
• Support a culture of accountability by meeting timelines and proactively updating stakeholders on task progress.
• Provide additional insurance support to the Insurance Unit as needed.

Work environment

• This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
• Occasional travel may be required to attend meetings, conferences, and client engagements.
• The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
• This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.

Education/Experience

• Associate or bachelor’s degree preferred.
• 1–3 years of experience in insurance or related field.
• Active Florida 2-15 license (Life, Health, and Variable Annuity) or ability to obtain within the 1st year.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

Affirmative Action/EEO Statement

Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!