Life Insurance Assistant
H2R Consulting LLC, Louisville, KY, United States
Join a respected, client-focused firm where your work truly matters. Fenwick Partners is a well-established life insurance and estate planning firm seeking a highly organized and proactive Life Insurance Assistant to support our advisors and deliver an exceptional client experience.
In this role, you’ll be a key part of the client journey—ensuring cases move smoothly, supporting advisors behind the scenes, and helping clients feel confident and cared for every step of the way.
What You’ll Do
Manage life insurance, long-term care, and annuity applications from submission through policy issue
Coordinate underwriting and proactively follow up with carriers to keep cases on track
Track application status and resolve issues quickly to avoid delays
Support advisors by managing calendars, scheduling appointments, and preparing client materials
Create polished presentations and reports using Word, Excel, and PowerPoint
Serve as a professional point of contact for clients via phone and email
Maintain accurate, confidential client records in compliance with industry regulations
What You Bring
Experience in insurance operations, underwriting support, or financial services administration
Strong communication skills—you’re professional, clear, and client-focused
Exceptional attention to detail and ability to manage multiple priorities
A proactive mindset—you don’t wait for problems, you solve them
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Life & Health Insurance license (a bonus)
Why Join Fenwick Partners?
Work with a highly respected team in a stable, growing firm
Be part of a collaborative, professional, boutique environment where your contributions are valued
Gain deeper experience in insurance, estate planning, and client service
Play a meaningful role in helping clients protect their financial future
Who Thrives Here
This role is ideal for someone who is detail-driven, dependable, and takes pride in delivering high-quality work. If you enjoy being the person who keeps everything running smoothly and supporting a high-performing team, you’ll fit right in.
Fenwick Partners is an
equal opportunity employer
committed to fostering a workplace grounded in professionalism, accountability, diversity, and respect.
As part of the hiring process, final candidates will undergo a background check and credit review in accordance with applicable laws.
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In this role, you’ll be a key part of the client journey—ensuring cases move smoothly, supporting advisors behind the scenes, and helping clients feel confident and cared for every step of the way.
What You’ll Do
Manage life insurance, long-term care, and annuity applications from submission through policy issue
Coordinate underwriting and proactively follow up with carriers to keep cases on track
Track application status and resolve issues quickly to avoid delays
Support advisors by managing calendars, scheduling appointments, and preparing client materials
Create polished presentations and reports using Word, Excel, and PowerPoint
Serve as a professional point of contact for clients via phone and email
Maintain accurate, confidential client records in compliance with industry regulations
What You Bring
Experience in insurance operations, underwriting support, or financial services administration
Strong communication skills—you’re professional, clear, and client-focused
Exceptional attention to detail and ability to manage multiple priorities
A proactive mindset—you don’t wait for problems, you solve them
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Life & Health Insurance license (a bonus)
Why Join Fenwick Partners?
Work with a highly respected team in a stable, growing firm
Be part of a collaborative, professional, boutique environment where your contributions are valued
Gain deeper experience in insurance, estate planning, and client service
Play a meaningful role in helping clients protect their financial future
Who Thrives Here
This role is ideal for someone who is detail-driven, dependable, and takes pride in delivering high-quality work. If you enjoy being the person who keeps everything running smoothly and supporting a high-performing team, you’ll fit right in.
Fenwick Partners is an
equal opportunity employer
committed to fostering a workplace grounded in professionalism, accountability, diversity, and respect.
As part of the hiring process, final candidates will undergo a background check and credit review in accordance with applicable laws.
#J-18808-Ljbffr