Private Placement Operations Associate

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.

Role Summary:
The Private Placement Operations Associate will be responsible for operational administrative support. This will include creating private placement new business materials, assisting Manager of New Business with the organization and monitoring of documents, Salesforce reporting management, and quality control.

Responsibilities:

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  Support new business team with Private Placement Life Insurance (PPLI) application package creation

  
  


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  Assist in maintaining Private Placement reports (new business, pending business, production, etc.)

  
  


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  Perform biweekly review of PBI database death sweep functions and related research

  
  


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  Collect and organize production information and new case tracking

  
  


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  Support team’s efforts by handling, filing, and updating frequently used folders, materials for new business

  
  


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  Monitor internal and external requests for accuracy and timeliness

  
  


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  Periodically draft professional correspondence to administrators, Member Firms, insurance carriers, and internal teams

  
  


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  Coordinate new business onboarding activities with external partners and internal departments

  
  


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  Assist in the development of new white papers, brochures, presentations, and other materials related to PPLI and Magnastar

  
  


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  Manage policy records and documentation to ensure case files are complete

  
  


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  Review and QC completed forms and policy contracts for accuracy

  
  


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  Diligently monitor team inbox for new business activity

  
  


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  Assist with member firm training on various new business functions

  
  


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  Support inforce policy servicing as needed

  
  


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  Assist with additional projects and duties as assigned

  
  

Qualifications:

• Experience with Salesforce or other CRM system preferred


• Excellent written and verbal communication skills


• Proactive qualities with the willingness to learn


• Accuracy and attention to detail are critical for success


• Strong interpersonal skills to effectively communicate and build relationships with team members


• Able to work, both independently as well as a member of a team


• Working knowledge of Microsoft Office Suite

Job Conditions & Environment:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to
  work one day per week remotely 


• Normal office environment/desk assignment


• Extensive use of PC’s, computer terminal, display, keyboard, and mouse


• Extensive hands-on work with documents, spreadsheets, and other written documents

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

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