About this role

Process various life insurance transactions for Corporate Owned Universal Life Insurance clients
Independently manage and perform case and policy level servicing
Manage the renewal process per case profile and established renewal calendar
Adapt to changes in plan designs, requests, legislation, etc.
Utilize advanced expertise in all products and procedures
Act as the primary client contact for issue identification and resolution
Complete all client requests accurately, within service standards
Ensure all transactions comply with applicable laws and regulations
Produce special reports and perform analysis as required
Identify problem areas and implement operational procedures
Actively participate in departmental projects

Bachelor’s degree preferred
1+ years of customer support or business experience
Working knowledge of windows-based computer software applications (MS Office products)
If servicing variable products, FINRA Series 6 & 63 must be completed within 6 months
Successfully complete 3 or more CLU exams within 2 years of hire
Strong analytical skills and attention to detail
Strong oral and written communication skills
Customer service orientation
Proven multi-tasking ability and organizational skills
Sense of urgency to complete work

Life Insurance Account Analyst

Key skills