Associate, Client Administration

M Financial Group

(Portland, Oregon)
Full Time
Job Posting Details
About M Financial Group
M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.
Responsibilities
* The Associate, Client Administration, will be responsible for understanding a wide variety of activities associated with administering nonqualified benefit plans and life insurance and other asset reporting. They will interact with clients on a routine basis, managing client requests and inquiries, and tracking and updating the master workflow calendar. * The successful candidate will prepare benefit statements and cash value reports based on established standards and within compliance guidelines and monitor and prepare billing and invoice statements as required. * This person must effectively respond to client questions on benefit and life insurance issues, concepts, and data analysis as well as research and develop an understanding of M Benefit Solutions’ plan design approach and position on benefits and insurance related topics. They must maintain an in-depth knowledge of specific client plans and procedures and deliver exceptional administrative service.
Ideal Candidate
* Bachelor’s degree in Accounting, Finance, Mathematics, Economics, Business or related field * Minimum of 2 years of related experience in accounting, insurance or employee benefits (banking industry experience a plus) * Desire to become proficient in the subject matter. * Ability to develop and maintain effective working relationships with M Financial Group staff, Member Firms, Carriers and vendors * Excellent customer service skills and experience * Proven ability to deal with changing requirements/priorities, provide follow through, and manage multiple projects * Ability to maintain sensitivity and awareness of confidentiality, compliance, and regulatory requirements. * Ability to work effectively independently as well as a member of a team * Excellent verbal and written communication skills * Well-developed computer skills including proficiency with MS Word, Excel and Access * Insurance license and/or Series 6 license required (any licenses not currently held will need to be obtained within 12 months of employment)

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