Maintain client service functions to support Private Placement Life Insurance product structures
Execute monetary and clerical functions in accordance with client instructions
Respond to client requests (oral and written)
Maintain data on the administration system
File/maintain client documentation in Client Files
Execute bulk mailings such as PPM Supplement function, Privacy Mailings, and other client notifications
Execute quality control audits on prepared and processed work items

Bachelor’s Degree in a business-related field preferred
2-4 years’ experience in a similar role in an insurance, financial services, or investment environment preferred
Strong organizational skills and attention to detail required
Ability to maintain working relationships with clients
Desire to learn and become proficient in client service functions
Maintain a service-oriented approach to internal and external clients
Ability to manage multiple projects with quickly changing requirements/priorities
Excellent customer service skills & experience along with influential communication skills
Strong knowledge of Microsoft Office products.

Client Administration Associate

Key skills