Advisor Services & Support Associate

Job Description

Job Description

Advisor Services & Support Associate

Status : Exempt

Reports to : COO of Advisor Insurance Solutions

This role plays a critical part in supporting both the insurance operations and executive leadership functions for AIS. The Advisor Services & Support Associate will drive engagement with financial advisors by providing front-end onboarding and back-end placement support, while ensuring a high-touch, service-driven experience for all stakeholders. In addition to policy coordination responsibilities, this position will provide direct executive administrative support to AIS’s CEO and Director of Insurance Operations, including calendar management, meeting coordination, and task follow-up.

This dual-capacity role requires exceptional attention to detail, organizational skill, and discretion, with the ability to manage multiple priorities across both client-facing and internal executive support functions.

The ideal candidate thrives in a fast-paced, service-oriented environment and is passionate about building relationships, solving problems, and creating operational excellence, while ensuring accuracy & efficiency are prioritized.

Responsibilities :

• Assist with onboarding and supporting new firms and advisors to ensure a smooth transition.
• Support advisors in understanding the policy acquisition process and coordinate with internal teams to facilitate accurate and timely fulfillment.
• Educate advisors and facilitate e-application and EZ-Data processes, providing proactive assistance throughout the policy lifecycle.
• Monitor and follow-up on pre- and post-underwriting progress, provide timely updates, and help address any issues or potential delays.
• Liaise with advisors, carriers, broker-dealer contacts, and internal stakeholders to ensure accurate and timely progression.
• Troubleshoot and resolve case issues quickly and effectively.
• Serve as backup for Case Management and Contracting and Licensing, as needed.
• Maintain accurate documentation within CRM and workflow systems, ensuring compliance and audit readiness.
• Provide day-to-day administrative support to the CEO and leadership team, including calendar management, scheduling, and travel coordination.
• Help track team or leadership projects and deadlines, ensuring deliverables are completed on time.
• Handle sensitive information with discretion and professionalism.

Core Attributes and Competencies :

Skills and Experience :

Powered by JazzHR

EUyp2USmlz