Participates in Relationship Manager/New Business case management calls Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates tasks and responsibilities for all joint work Client Service Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters. What You'll Be Doing Pre-Sale and New Business Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC Partners with the New Business Team to manage all new business reasons.