Practice Manager
About the role
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. Financial Planning is the core of our holistic approach.
Responsibilities
- Aid in scheduling appointments for advisors
- Create declaration page quote sheets for meetings
- Market property/casualty insurance service opportunities
- Support advisors with client services
- Coordinate business and meetings with advisors, tax team, and estate planners
- Market to companies for business opportunities
- Comply with all industry rules and regulations
- Perform other tasks assigned
Requirements
- High School Diploma/GED
- Strong oral and written communication skills
- Strong organizational skills
- Basic database skills
- Proficient in Microsoft Office
- Must be able to obtain required licenses*
Qualifications
- None specified
Skills
- None specified
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Voluntary Life Insurance
- Voluntary Disability Insurance
- Flexible Spending Account
Pay
TBD
Schedule
TBD
Company Information
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.