- Operating the Benson Blackburn Accountability Platform
- Responsible for understanding the different types of life insurance products - the differences between them, similarities, characteristics of each type, etc.
- Draw meaningful conclusions about an insurance portfolio's or policy's performance from data obtained through research
- Responsible for assisting with creating portfolio performance reviews for all policies, which includes: ordering inforce policy information, assessing current policy performance, and developing and formatting meaningful alternative solutions
- Responsible for obtaining basic policy information such as a copy of a premium notice, policy summary statements, current cash values, interpolated terminal reserve values, wiring instructions, premium payment history, etc.
- Assist with any policy changes such as death benefit reductions, owner/beneficiary changes, processing loan or withdrawal requests, policy surrenders, death claims, funding changes, etc.
- Able to effectively use Smart Office (CRM) for documentation purposes, as well as creating and running reports.
- Communicate with Partners and Team regarding policy changes or red flags
- Update insurance summaries and Smart Office for clients based on any changes made
- Understand electronic client file organization, how to locate materials and where to save newly created pieces
- Assist with paperless initiative - scanning/saving policy statements, premium payment notices, etc. received directly from the insurance carriers
- Life insurance client service in an insurance company or agency setting
- Microsoft Office tools including Word, PowerPoint and Excel
- Service support for high-net-worth families
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Client Service Associate, Life Insurance - Naples, United States - Alera Group
Description
OVERVIEW
Benson Blackburn (an Alera Group company) is seeking an experienced Client Service Associate to join our team
Founded in 1976, Benson Blackburn is a specialized insurance consultancy firm with an emphasis in providing exclusive access to Proprietary Life Insurance, Private Placement, Corporate Benefits, and business preservation solutions for ultra-affluent families and closely-held businesses.
With our national practice, reputation, and history, we are able to work closely with insurance carriers and their executive leadership teams.
Through our Membership with M Financial Group, we have access to provide our clients proprietary products with special features and superior pricing models that are unavailable from other providers.
This is all we do...We have invested a significant amount of resources into service and support platforms dedicated to the needs of our clients.
Our national network is substantial and we are specialists in providing customized solutions for our clientele.The primary function of this position is to support Benson Blackburn's client service platform, called the Accountability Platform.
Supporting the Accountability Platform involves reminding clients of upcoming premium payments, verifying application of premium payments, updating client insurance summaries with annual inforce illustrations, and scheduling client review meetings with the Partners.
RESPONSIBILITIES
QUALIFICATIONS
BENEFITS
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.#LI-Remote
#LI-Hybrid
#LI-WZ1
#PandoIQ
