- Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
- Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records
- Assist in appeals tracking and handling
- Request, follow-up and obtain all needed medical exams and physician records.
- Complete recordkeeping and data entry to maintain accurate client information
- Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service
- Knowledge of Florida regulations and complies within guidelines
- Bachelor's degree in Business administration or related field
- Strong math and analytical skills are essential to complete job requirements successfully
- Florida Insurance license 2-15 Life, Health and Variable Annuities
- Experience working with private and sensitive personal information
- Excellent negotiating skills and strategies
- Ability to multitask and work toward multiple deadlines simultaneously
- Interpersonal and customer service skills are required when meeting with and interviewing potential clients
- Strong computer skills and ability to use necessary software
- Confident in decision making and the ability to explain processes or choices as needed
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Life Insurance Processor/Underwriter - Miami, United States - Equitable
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Description
Job Overview
Equitable Advisors is one of the leading companies in our field in the area. We are hiring a talented Life Insurance Underwriter professional to join our team. If you're excited to be part of a winning team, Equitable is a great place to grow your career.
Responsibilities for Processor / Underwriter
Qualifications for Underwriter