Mandatory Functions:

• Understanding of Client Services –
  • Works with carriers when necessary to obtain detailed and sometimes extremely complex information needed for inforce via email/phone until correct
  • Saves/Scans inforce ledgers to the server and saves hardcopies, prepares binder for hardcopies if not already prepared.
  • Loads outcome into tracking database for historical purposes
  • Collaborates with key team members to ensure proper materials are prepared and ready for client meetings on time
  • Prepares and assembles materials for client meetings
  • Attends all staff meetings to capture all relevant case information and records all implementation instructions for case work and ascertains which team member/s are responsible for each task.
  • Attends staff meetings to ensure that information is flowing correctly from client service to administration
  • Facilitates and participates in resolving client issues by suggesting possible solutions and/or methodologies.
• Routine Client Service
• Invoices for Premiums Due
  • When not known, research as to whom to send invoices to and how.
  • Create invoice
  • Confirms wire transfer instructions for carrier and correct overnight address
  • Follows-up after invoice sent, making sure premium paid
  • Communicates with client via email and phone for follow up
  • Contacts various parties for signatures if trustees need to sign to release funds.
• Insurance Summaries
  • Gathers values of policies, premiums paid to date and confirms owner/beneficiary on file with carrier
  • Updates spreadsheets with any additional information per case as warranted
  • Records any task or information in the database tracking system
  • Prepares premium history to accompany summary
• Processing Policy Change Requests/Client Requests
  • Change of Owner / Beneficiary
• Obtains and prepares forms, obtains signatures, submits to carrier, and follows through to completion. Updates database tracking system.
  • Policy Loans/Withdrawals
• Obtains and prepares forms, obtains signatures, submits to carrier, and follows through to completion. Updates database tracking system.
  • Change of death benefit option
• Contacts outside resources to fulfill carrier request of corporate resolutions, trust documents requiring timely correspondence and follow up.
  • Change of address:
• Prepares new account forms, updates and obtains signatures and submits to carrier.
  • Change of premium schedule or mode
  • Monthly policy value reporting to appropriate parties (lenders/assignees)
  • Requests ITR
  • Notes policy values as of the date of change and notes in database tracking system
  • Informs clients of their change for sales tracking purposes
  • Communicates with client via email and phone for follow up
  • Obtains appropriate signatures when necessary
• Preparing Annual Reviews
  • Updates insurance summary and premium history
  • Updates policy spec sheet as needed based on changes
  • Files confirmations in securities binders
  • Scans final product to server
  • Notes any important items to communicate to producers
• Preparing Follow Up or General Client Meeting Materials
  • Gathers additional information from outside sources when appropriate
  • Prepares polished presentation materials

Knowledge Base:

• Minimum 5 years of experience in the life insurance industry and client services processes.
• Solid foundation of the company processes and the needs of the producers.
• Excellent working knowledge of all software necessary to perform job
• Ability to interact and work with insurance wholesalers
• Computer and office equipment experience, Word Processing, Excel, Database Entry
• Extremely adept at Excel Spreadsheet development
• Attention to detail and accuracy of work are imperative
• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
• Possesses excellent interpersonal and communication skills (oral and written)
• Knows correct format for all correspondence (letters, memos, reports etc.) and proofreading 
• Good communications skills with ability to speak to client and advisors clearly and distinctly with emphasis on correct pronunciation.
• Must be able to apply commonsense and carry out detailed but uninvolved written or oral instructions.

Work Environment

• Fast-paced constantly changing priorities and deadlines
• Hours regularly exceeding 40 hours/week
• High-Stress deadline oriented work atmosphere
• Extensive periods of sitting and keyboard/computer work
• Daily communication with individuals over the phone and in person

Salary

• Depending on Experience

Benefits

• Will be provided upon request