1) Production - Assist Executive Vice President (EVP) with processing business including prefilling applications, creating compliant files, following up with rollovers and underwriting. Assist with client service, birthday cards, annual review preparation and scheduling. 2) Organization - Assist in maintaining calendars, phone calls, letter logs, travel planning, event planning and act as gatekeeper function for EVP. 3) Financials - Assist with managing Accounts Payable systems and EVP marketing/ spending accounts. 4) Branch Operations - Partner with other staff members with daily operational tasks related to mail distribution and general phone support when needed.
Intermediate level of problem solving skills, research and data gathering ability, analytical skills, strong organizational skills, excellent verbal and written communications skills, ability to prioritize tasks and manage multiple projects. Excellent proofreading ability. Advanced knowledge and application of Microsoft Office. Preferred prior experience in the insurance or financial services industry. Insurance or FINRA licensing a plus.
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.