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Essential Duties and Responsibilities

+ Perform initial review of submitted life insurance applications

+ Validate agent licensing and appointment for business submitted

+ Input case into agency management system for permanent record of business

+ Submit good order applications to insurance carriers via secure delivery

+ Order paramedical exams required by carrier for underwriting decision

+ Track completion of exams and forward to insurance carrier for review

+ Order medical records for clients to assist in underwriting decision

+ Follow-up on requests for medical records to ensure timely completion

+ Process issued life insurance policies for mailing to financial advisors/agents

+ Send follow up notices to financial advisors/agents until delivery requirements are completed

+ Review and submit delivery requirements to insurance carrier

+ Ensure delivery requirements are received by insurance carrier and policy is placed inforce

+ Process various policy service requests

+ Support Life Care Specialists with daily tasks

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

+ Advanced Knowledge of:

+ Principles, practices, and procedures of general office concepts

+ Policies that govern personal life insurance operations.

+ Process flows within specific assigned functional area.

+ Regulations for specific assigned functional area.

Skill in

+ Advanced Skill in:

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to

+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

+ Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

+ Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

+ Analyzing data to identify discrepancies.

+ Problem solving.

Education/Previous Experience

+ High School Diploma or equivalent and a minimum of three (3) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

+ Life, Health and Variable Annuities License is helpful but not required.