Customer Service Specialist

About the Company :

Our client is a premier distributor of life, annuity, and long-term care and securities based insurance products serving over 5,000 financial professionals nationwide.

Based in Southern California and formally established in 1986, has roots as a life insurance marketing organization that goes back over forty years.

The company was formed to help independent insurance agents, financial planners, and other financial service professionals become successful.

They are our customers and we understand that our success depends on their success.

The Role :

This position is an excellent opportunity for a motivated, energetic individual to join our Case Management team. We provide full service, back office support for independent financial advisors.

The Case Manager to gather all of the necessary documents and requirements of an application, and follow it through the various stages of underwriting through completion.

During this time it is the responsibility of the Case Manager to provide constant communication with the agent and the insurance carrier.

Every interaction with our representatives be positive and supportive demonstrating commitment to having a true partnership with them.

Responsibilities :

• Processing of incoming life insurance and annuity applications; ensuring that every application is complete with the correct paperwork, requirements and signatures.
• Working closely with various departments including Contracting, Field Support Representatives, and Administration.
• Responding to inquiries from agent and insurance carriers via phone and email.
• Proactively provide application status updates too agents.
• Training and onboarding new advisors on our application submittal process.
• Keeping up to date on industry, insurance carrier and underwriting updates.

Core Competencies :

• Positive Attitude Attitude is everything. Ability to effectively communicate with representatives, regulatory agencies, and customers, and to do so in a courteous manner
• Strong Analytical Mindset- You must have the ability to think outside the box and understand that sometimes there are many solutions to one situation.
• Project Management You must be able to work independently and manage multiple projects, while maintaining your composure.

An ideal candidate is well organized, possesses excellent attention to detail, and can multi-task without becoming overwhelmed.

Team Player Although you will be working independently, you will be a part of a team, as well as the LifePro team as whole.

An ability to be able to draw on and respect the knowledge of others, as well as offer constructive feedback yourself is a must.

• Reliable and Dependable Our perfect candidate is one that can be at work on time every day. We expect you to have a personal life outside of the office yet be able to be focused 100% to our business inside of our work hours.
30+ days ago