Life & Health
Support informed decisions about life, health, disability, and long-term care protection.
Purpose and responsibilities.
Help clients organize their protection needs and navigate applications and service requests. Roles emphasize product understanding, accurate information, privacy, and careful follow-through with clients and carriers.
Needs Review
Gather relevant protection goals and explain the scope of available options.
Application Support
Coordinate complete applications and carrier requests through approved channels.
Client Education
Communicate product features, limitations, and next steps clearly.
Ongoing Service
Support policy reviews, beneficiary updates, and service follow-up.
Connected to the rest of the firm.
Work is coordinated across clients, producers, account teams, and carrier partners. Accurate records and clear ownership keep each request moving.
We value thoughtful questions, careful handling of confidential information, and follow-through. Specific responsibilities and qualifications are described in each opening.
Capability, judgment, and contribution.
Relevant backgrounds may include the following. Check each opening for its specific requirements.
- Life Insurance
- Health Insurance
- Case Management
- Needs Analysis
- Clear communication, sound judgment, and reliable follow-through
- Licenses and qualifications appropriate to the role, where required
Open Life & Health Roles
Current opportunities assigned to this division appear here automatically.