• Develop and support a monthly report of clients scheduled for a review package. Coordinate with Insurance Advisors to decide priorities for the upcoming month.
• Contact insurance carriers via email and phone, for up-to-date policy values, policy illustrations and other information needed to complete the current review.
• Using excel-based templates, prepare and quality-check each review package, before sending it to the insurance advisor for final approval.
• Coordinate client communication of the final review package, at the direction of the Insurance Advisor.
• Maintain correct and up-to-date policy information, revising existing data as appropriate, with information obtained during the review data-gathering process.
• Track each review status, through completion, and advance database for the next scheduled review date.
• Provide our Broker-Dealer compliance team with a copy of relevant policy reviews and corresponding back-up data, following existing B-D processes.
• Participate in weekly Insurance Team activities meetings, updating the team on client review status, as appropriate.
• Establish a positive working relationship with co-workers, as well as outside insurance carrier client service representatives.
• Maintain the highest level of confidentiality for all customer and company information.
• Maintain a safe and clean working environment, following all company rules and procedures.
  
  

• Bachelors Degree or equivalent work experience.
• 3-5 years of experience working in the Life Insurance industry
• Exceptional command of the English language, both verbal and written.
• Extremely proficient with Microsoft Office Suite (MS365 environment).
• 3-5 years experience working in a professional business environment.
• Detail‐oriented and professional.
• Ability to learn new software applications, potentially learning carrier illustration software.
• Ability to multi‐task, work independently and/or within a team, prioritizing work requests to meet deadlines.

Please refer to job description.