Essential Duties & Responsibilities * Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications * Verify and request financial consultant ...
24 Stephens Jobs Hiring Near You
Essential Duties & Responsibilities * Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications * Verify and request financial consultant ...
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$90K - $125K/yr
This position will provide commercial lines loss control consultation services for a vastly diverse client base. This will include conducting extensive research, data collection, analysis and ...
P&C Commercial - Loss Control Engineer
Little Rock, AR · On-site
$90K - $125K/yr
This position will provide commercial lines loss control consultation services for a vastly diverse client base. This will include conducting extensive research, data collection, analysis and ...
Provides administrative and operational support to the Property & Facilities Department, with primary responsibility for purchasing and invoice administration, vendor and contract records ...
Provides administrative and operational support to the Property & Facilities Department, with primary responsibility for purchasing and invoice administration, vendor and contract records ...
P&C Insurance Analyst
Houston, TX · On-site
$19 - $26/hr
The Property & Casualty Insurance Analyst provides essential support to account management, marketing and production teams by assisting with day-to-day servicing, data analysis, and renewal processes ...
P&C Insurance Analyst
Houston, TX · On-site
$19 - $26/hr
The Property & Casualty Insurance Analyst provides essential support to account management, marketing and production teams by assisting with day-to-day servicing, data analysis, and renewal processes ...
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Full-time
Medical, Life
Re-posted 14 days ago
Job description
Essential Duties & Responsibilities
Education and/or Experience
Knowledge, Skills and Abilities
Qualifications
Certificates, Licensing, Registrations
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
- Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications
- Verify and request financial consultant's licenses status, affiliations, and appointments
- Ensure applications and documents are in good order for compliance and submission
- Complete and review OFAC checks on each client who applies for insurance; assess any issues and evaluate to Compliance Department if needed or reject applications for corrective edits
- Submit insurance applications, follow up to insure that policies are correctly issued; review policies for discrepancies, and confirm that commissions are paid correctly
- Work with carrier underwriters to establish underwriting class for pre-underwriting and life insurance quotes
- review and ensure compliance with state and federal regulations governing annuities, life insurance, and long-term care; advise management of changes or trends in the regulatory environment
- Determine if applications may present regulatory or compliance risk and send for corrective action
- Provide quotes and run life illustrations with appropriate assumptions as required
- Assist financial consultants with life insurance and annuity death claims
- Assist with customer service requests as needed
- Manage calls and e-mails from advisors and clients regarding life insurance, annuities, LTC, and disability insurance
- Respond to customer requests, provide information, and resolve problems
- Perform other tasks as assigned by management
Education and/or Experience
- College degree or equivalent workforce experience; advanced certifications (e.g., FALU or FLMI) are a plus.
- Minimum 5 years' experience in life insurance and annuities management or life insurance underwriting
Knowledge, Skills and Abilities
- Be familiar with different life insurance products
- Knowledge of life insurance case design and the ability to run new business illustrations
- Familiar with life insurance underwriting process
- 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
- Strong 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
Qualifications
- Strong understanding of life insurance products
- Strong understanding of Long-Term Care and Disability is preferred
- Prior experience with the life insurance underwriting process
- Experience with life insurance case design
- Proficient in Microsoft Office Suite
- High degree of professionalism and excellent customer service skills
Certificates, Licensing, Registrations
- Life & Health Insurance License required (if no longer active, must be renewed within 6 months of hire date)
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.