Insurance Placement Specialist: Submissions & Data Expert

A leading financial services firm is seeking a Placement Assistant in New Berlin, Wisconsin. This role involves supporting the Placement Team with insurance program marketing, document preparation, and data management. Ideal candidates should have excellent verbal and written communication skills, strong organizational abilities, and proficiency in Microsoft Office applications. Notably, an applicable insurance license is preferred. The position supports on-site collaboration and teamwork, with a strong emphasis on detail and accuracy.
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