2 wealth planner jobs found in Knoxville

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Location : Knoxville, Tennessee Work Model : Remote Position type : Full time - salary   We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work.  Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do!  As a Territory Sales Manager , you’ll focus on developing and managing your assigned territory, building and maintaining strong agency relationships, and meeting established premium and project objectives. Key Responsibilities of the Role    Creating strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed, including: Plans to produce the budgeted premium volume and policy count of profitable lines of business in your assigned...