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32 Stephens Jobs Hiring Near You

Stephens

Operations Liaison

Little Rock, AR · On-site

ESSENTIAL DUTIES AND RESPONSIBILITIES * Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. * Resolve operational problems ...

Stephens

Equity Analyst

Houston, TX · On-site

This position plays a direct role in driving investment decisions through rigorous research and analysis. This includes building financial models, evaluating current industry and market conditions ...

Stephens

Operations Liaison

Little Rock, AR

Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. Resolve operational problems of all magnitudes in a timely and efficient ...

Stephens Inc.

Operations Liaison

Little Rock, AR

ESSENTIAL DUTIES AND RESPONSIBILITIES * Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office. * Resolve operational problems ...

Stephens, Inc.

Managing Director

Winston Salem, NC · On-site

ESSENTIAL DUTIES AND RESPONSIBILITIES * Identify high net worth individuals, businesses, foundations and other fiduciary prospects, market the firm's financial services, and convert prospects to ...

Stephens, Inc.

Registered Client Associate

Atlanta, GA · On-site

ESSENTIAL DUTIES AND RESPONSIBILITIES * Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation. * Take and/or ...

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    PCG Insurance Operations Specialist

    PCG Insurance Operations Specialist

    Stephens

    Little Rock, AR • On-site

    Full-time

    Medical, Life

    Posted 29 days ago

    Job description

    Essential Duties & Responsibilities
    • 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.

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