- Processing of incoming life insurance and annuity applications; ensuring that every
- Working closely with various LifeProTM departments such as Contracting, Field Support
- Responding to inquiries from agent and insurance carriers via phone and email.
- Tracking status of submitted applications and providing status to agents.
- Learning and maintaining industry product knowledge, with a focus on the LifePro vendor
- Training our advisors and advisors assistants on using the e-platform to submit new business applications.
- Keeping up to date on industry, insurance carrier and underwriting updates.
- Positive Attitude – Attitude is everything. Ability to effectively communicate with representatives, regulatory agencies, and customers, and to do so in a courteous manner
- Strong Analytical Mindset- You must have the ability to think outside the box and understand that sometimes there are many solutions to one situation.
- Project Management – You must be able to work independently and manage multiple projects, while maintaining your composure. An ideal candidate is well organized, possesses excellent attention to detail, and can multi-task without becoming overwhelmed.
- Team Player – Although you will be working independently, you will be a part of a team, as well as the LifePro team as whole. An ability to be able to draw on and respect the knowledge of others, as well as offer constructive feedback yourself is a must.
- Reliable and Dependable – Our perfect candidate is one that can be at work on time every day. We expect you to have a personal life outside of the office yet be able to be focused 100% to our business inside of our work hours.
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Customer Service Specialist - California, United States - MatchMade Talent
2 weeks ago
Description
About the Company:
Our client is a premier distributor of life, annuity, and long-term care and
securities based insurance products serving over 5,000 financial professionals nationwide. Based in Southern California and formally established in 1986, has roots as a life
insurance marketing organization that goes back over forty years. The company was formed to
help independent insurance agents, financial planners, and other financial service professionals
become successful. They are our customers and we understand that our success depends
on their success.
The Role:
This position is an excellent opportunity for a motivated, energetic individual to join our Case
Management team. LifeProTM provides full service, back office support for independent financial
advisors. It is the role of the Case Manager to gather all of the necessary documents and
requirements of an application, as needed, from our representatives/agents, and follow the
application through the various stages of underwriting through application completion. During this time it is the responsibility of the Case Manager to provide constant communication to and from the agent and the insurance carrier that the application is with. It is imperative that every
interaction that we have with our representatives be positive and supporting. It is also vital that
the communication we have with our insurance carriers and vendors demonstrates that we are a
true partnership with them.
Responsibilities:
application is complete with the correct paperwork, requirements and signatures.
Representatives, and Administration.
companies
Core Competencies:
