ESSENTIAL DUTIES AND RESPONSIBILITIES

• Respond to calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance.
• Assist, review, submit and follow up on:

• • • Title Changes: Ownership, POA, Beneficiary changes & Third party authorization
    • Agent of record changes, licensing, product, carrier requirements
    • Claims on life, annuity, LTC & LTC
    • Perform policy reviews
    • Assist with ACATs, withdrawals & surrenders
    • Run and request in force illustrations
    • EFT/modal changes
    • Reinstatements
    • Conversions
    • Assist in completing forms
• Respond to customer requests in timely manner, provide information and resolve problems
• Perform other tasks as assigned by management

EDUCATION AND EXPERIENCE                                            

• College degree or equivalent workforce experience
• Previous one year life and/or annuity insurance experience is preferred
• Knowledge of life and annuity insurance products and industry is preferred

KNOWLEDGE, SKILLS AND ABILITIES                                                   

• Excellent verbal, written and organizational skills
• Attention to detail with emphasis on accuracy and quality
• Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
• Establish and maintain effective working relationships at all levels of the organization
• Ability to maintain confidentiality
• Demonstrated reliability in attendance and work performance

QUALIFICATIONS

• Must be proficient with Microsoft Office Suite
• Ability and Willingness to learn systems and industry

CERTIFICATES, LICENSES, REGISTRATIONS

• Existing insurance license or willingness to obtain insurance license within 6 months of employment