The Affinity Group

The Affinity Group

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Our company exists to serves as a Family Office, managing/organizing/advising on everything in your life with a $ sign. We help clients manage every aspect of their financial lives. Our Wealth Management team consists of accountants, attorneys, bankers, to assist your Wealth Advisor in providing a 360 degree view. You have an entire office of financial experts collaborating, thinking, and working

04/08/2025

We are for a Business Process Leader.

This role is key to efficient and compliant operations. While an investment or insurance license is not needed, the ideal candidate should have experience in processing investment and/or insurance business.

Responsibilities include:
-reviewing applications
-ensuring underwriting policies are adhered to and that business processes around underwriting are efficient
-point of contact for clients, helping with inquiries, policy changes and general support
-analyzing business processes and data to identify inefficiencies or areas of improvement
-collaborate with other departments to ensure processes align with business goals and objectives

Key skills would be knowledge of insurance and investment products, communication, customer service and problem solving.

If you, or someone you know, thrives in a fast paced environment and can work both autonomously and as a team member, PM me for more information

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Address


4481 Munson Street NW
Canton, OH
44718

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm