Associate Trust Account Specialist - Minneapolis
1 month ago

We are looking for an Associate Trust Account Specialist who will manage a set number of life insurance policies to provide support for the Trust Account Specialist.
+Responsibilities:
- Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.
- Provide support for 3000 to 5000 policies under the managed solution based on the requirements defined in the client's service agreement.
Job description
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