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Service Associate
Posted: 10/03/2025
Recruiting Division: Administrative
Job Number: EB-318643168315
Pay Rate: $50,000.00 - $55,000.00 per year
Job Description
We’re partnering with a fast-growing financial services firm in the Kansas City area to find a proactive and detail-oriented Service Associate. This is a full-time, in-office role supporting back-office insurance operations and helping to keep client service running smoothly. The ideal candidate is professional, polished, and organized—someone who thrives in a fast-paced environment and is eager to take ownership of ongoing administrative workflows. If you enjoy being the go-to person who keeps things on track behind the scenes, this could be a great fit.
Responsibilities:
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Manage and maintain client records across multiple systems
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Process new insurance policy applications and verify documentation
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Coordinate with advisors to confirm illustration and application details
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Prepare and review policy change forms for completeness and accuracy
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Track and follow up on paperwork with internal teams, home offices, and banks
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Assist in preparing client meeting materials and ensuring advisors are fully prepped
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Pull and compile reports as requested by the team
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Create and update standard operating procedures as workflows evolve
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Support overall office operations and take initiative to streamline processes
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2+ years of professional administrative experience required
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Exceptional attention to detail and ability to manage multiple moving parts
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Strong organizational and communication skills
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Proactive mindset with the ability to anticipate needs and act independently
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Comfort working in a confidential, client-focused environment
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Prior experience in legal, financial, or professional services a plus
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Tech-savvy and adaptable to new systems
MH456
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Discover exciting job opportunities in the vibrant region around Mission, Kansas today! Nestled in the heart of Johnson County, Mission boasts a thriving job market with ample room for career growth. Embrace the charm of this area, known for its picturesque parks like Roe Park and unique cultural offerings such as the Nerman Museum of Contemporary Art. Indulge in delicious BBQ at Joe's Kansas City Bar-B-Que or catch a performance at the Kansas City Ballet. Join the community and consider making Mission your professional home. Explore our job listings now and unlock your potential in this dynamic region!