Priemer Insurance Specialist

Job Description

Job Description

Premier Insurance Specialist

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.

We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client.

We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of Focus :

• Asset Management
• Financial Planning and Retirement
• Insurance
• Tax Strategy and Planning
• Cash Flow Analysis
• Debt Strategies
• Estate Planning
• Property and Casualty Insurance

As an Premier Insurance Specialist, you will work as a liaison between our field staff and product companies, our advisors achieve the company’s core objective of holistic approach to planning.

These processes ensure our clients receive accurate and timely service to achieve their financial goals.

Essential Job Functions :

• Liaison for Registered Representative and Product Providers
• Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to put policies in force for clients.
• Manage a case load of communications including phone calls, and emails from Registered Representatives, and Product Providers to provide critical support for their life insurance business.
• Track and assist the timeliness of placing policies in force.
• Provide Underwriting support to ensue a timely approval for the client.
• Handling service questions on clients’ policies as well as assisting with administrative, procedural, and operational information.
• Post commissions timely and accurately
• Service in force policies to ensure they are accurately updated.
• Work well in a team atmosphere.
• Learn the Insurance business, product, process, procedures.
• All other task assigned

Education / Knowledge & Skills :

• Excellent communication (verbal and written) and interpersonal skills
• Strong attention to detail
• Excellent problem solving skills
• Team player
• Ability to review high degrees of independent judgment to coordinate investigations, review documentation and resolve issues
• Good problem solving and decision-making ability
• Proven analytic and time management skills; quick learner
• High proficiency with PC desktop applications and MS Office
• Bachelor's degree in Finance, Economics, Business Administration, or other related field or equivalent work experience

Benefits :

• Health / Dental / Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
• Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

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