Client Service Associate- Insurance

Your Future Team

At CMG we build lasting relationships with our clients to create a course of action helping them meet their financial needs for today and their goals for tomorrow. We are an experienced group of professionals providing financial services to our clients since 1992. Through our commitment to growth and professional development we provide ongoing educational guidance and support to individuals, families and businesses within our communities.

What You'll Do

As a New Business Specialist, you will own the client onboarding lifecycle for advisor-sourced accounts and policy transfers. You will manage the end-to-end process, including coordinating and processing paperwork, handling life insurance, annuity, and death-claim workflows, and overseeing beneficiary and claim processes. You will work closely with carriers and custodians to ensure smooth transitions, accurate documentation, and timely updates that support client outcomes and maintain operational compliance. Your attention to detail and ability to navigate complex processes will be key to delivering a seamless experience for clients and advisors.

• Life & Annuity Onboarding: Manage end-to-end setup for Security accounts, life insurance, and annuity contracts, including exchanges, Regulation 60, and partial and full transfers.
• Death Claim Handling: Intake and process death claims or beneficiary claims: collect required documentation, submit claims to carriers, track status, and communicate outcomes to advisors and clients with sensitivity and accuracy.
• Document Preparation & Review: Prepare, review, and verify that form (policy applications,