Risk Advisory Associate

Fifth Third Bank

. Coordinate assigned insurance cases from intake through underwriting, issue and delivery .

Posted 10/14/2026full-timeUnited StatesMid-Level💰 $71,100 - $145,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing insurance cases, including intake, underwriting, and documentation processes, while ensuring compliance with licensing and operational requirements. Proficient in client communication and maintaining accurate records across multiple stakeholders and deadlines.

Highest-signal resume keywords

Insurance Case CoordinationClient-Service CommunicationDocumentation ManagementCRM ProficiencyState Insurance Licenses

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance DocumentationWorkflow ManagementData GatheringPolicy AnalysisDeadline Tracking

Soft Skills

Professional CommunicationAdaptabilityAttention to Detail

Tools & Technologies

CRM SoftwareCarrier PortalsMicrosoft Office

Certifications & Qualifications

CLUChFCCFP

Industry Keywords

Wealth ManagementFinancial PlanningLife InsuranceHealth InsuranceLong-Term Care

About the role

Key responsibilities & impact

Coordinate assigned insurance cases from intake through underwriting, issue and delivery
Track requirements, deadlines, approvals and follow-up items
Prepare and process applications, policy changes, exception requests, service forms and related documentation
Gather client and policy information, organize existing coverage and prepare preliminary analyses
Request and organize carrier illustrations, quotes and marketing summaries
Support comparison materials and presentation preparation for consultant review
Respond to routine client and advisor inquiries and communicate case status
Coordinate outstanding requirements with clients, advisors and internal partners
Work with carriers, underwriters, transfer companies and other providers to resolve requirements
Maintain accurate CRM, pipeline, electronic file and case-note information
Assist with in-force policy data collection, annual reviews, premium tracking and issue identification
Follow licensing, privacy, documentation, suitability, escalation and operational requirements
Provide flexible coverage across regions and contribute to process improvements
Build technical knowledge through coaching, training and progressively complex assignments
Perform other duties as assigned and adapt to changing priorities

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Three or more years of insurance, wealth management, financial planning, banking operations or comparable client-service experience
Appropriate state insurance licenses for Life, Health and Long-Term Care are required within the timeframe established by Fifth Third licensing guidelines
Demonstrated ability to manage detailed workflows, documentation and multiple deadlines accurately
Proficiency in organizing multiple cases, requirements, deadlines and stakeholders through completion
Experience preparing, reviewing and maintaining insurance and client documentation
Professional client-service communication and follow-through
Ability to gather data, review policy information and prepare organized materials for senior review
Ability to follow policies, protect confidential information and escalate concerns appropriately
Familiarity with life, disability, long-term care or annuity products, underwriting and policy-service processes
Experience with CRM, carrier portals, workflow tools and Microsoft Office applications
Progress toward CLU, ChFC, CFP or another relevant insurance or financial-planning designation

Benefits

Comp & perks

Incentive compensation plan eligibility based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Professional development through coaching, training and progressively complex assignments
Support for progress toward CLU, ChFC, CFP or another relevant insurance or financial-planning designation