Life Insurance Coordinator and Office Support

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork. 

What Keating and Associates can offer you! 

• Professional Development 

• 9 paid holidays, including your birthday and a floating holiday! 

• 401(k) with company match  

• Employer-Paid Disability, Life Insurance, and Employee Assistance Program 

• Health, Vision, and Dental Plans  

• Dependent Care and Flexible Spending Accounts  

• Paid Time Off 

• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more! 

Learn more about us at https://keatinginc.com/why-keating. 

Keating & Associates, Inc.  

The Life Insurance Coordinator & Office Support is a key role focused on delivering exceptional customer service to life insurance policyholders while supporting a productive and efficient office environment. This individual will handle life insurance policy servicing, assist Financial Advisors with administrative tasks, and ensure seamless client scheduling and office operations. The ideal candidate thrives in a fast-paced, team-oriented setting, enjoys variety in their daily responsibilities, and provides elite service to both clients and advisors.  

This is a full-time, in-office position, Monday-Friday, 8am-5pm, The position is non-exempt, located onsite in one of our branch offices (Manhattan, KS, Lawrence, KS, or Overland Park, KS), and reports to the Chief Operating Officer.     

RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

Life Insurance Coordination & Client Service: 

• Provide comprehensive customer service to life insurance policyholders, including processing policy changes, claims, and beneficiary updates. 

• Respond to client inquiries regarding benefit coverage, premium payments, and policy details. 

• Proactively identify opportunities for term-to-whole-life conversions, policy reinstatements, and other client needs. 

• Assist with new insurance policies, illustrations, and advisor training on insurance products and services. 

• Maintain accurate records in the CRM and ensure all policies are in good standing. 

Administrative & Office Support: 

• Provide front desk reception and phone coverage as needed. 

• Assist with client meeting scheduling, preparation, and follow-through 

• Prepare outgoing mail and overnight deliveries. 

• Set up technology and conference rooms for client meetings and provide general tech assistance to advisors. 

• Assist with CRM, data entry, and file management.  

• Serve as a backup for Client Service Managers when needed. 

Collaboration & Process Improvement: 

• Build trust and strong relationships with advisors and clients to enhance the overall service experience. 

• Champion process improvements to continuously elevate client and advisor experiences. 

• Collaborate with advisors and teams to identify opportunities for new insurance solutions and client engagement. 

DESIRED SKILLS AND QUALIFICATIONS

• Preferred: Insurance knowledge and an active Life, Health, and Variable insurance license (or ability to obtain within six months). 

• Customer service communication skills that convey professionalism, confidence, kindness, and empathy.   

• Excellent problem-solving skills with the ability to research, escalate, and act independently. 

• Personable, service-oriented, and collaborative with strong communication skills. 

• Highly detail-oriented with exceptional organizational and multitasking abilities. 

• Proficiency with CRM systems, data entry, and file management. 

• Tech-savvy and comfortable with new technology and tools. 

• Professional appearance and demeanor, with the ability to communicate technical information to both proficient agents and non-proficient clients. 

• Self-motivated, adaptable, and able to prioritize tasks in a fast-paced environment. 

• Commitment to confidentiality and discretion when handling client information 

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