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Insurance Specialist, Wealth Management
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Full-time
- Aprio's Wealth team is looking for an Insurance Specialist to join their dynamic team.
- Beyond insurance, this role will be part of the overall Aprio Wealth Management operations team helping with new client onboarding, billing and client service.
- Ensure client insurance information is up to date in eMoney and utilize eMoney reporting for proactive service
- Proficient with Microsoft Office, Salesforce, Hubspot and eMoney
- Discretionary incentive compensation based on firm, group and individual performance
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