Financial Service Analyst

6 days ago


Overland Park, United States Morgan Hunter Full time

We are seeking a dedicated Financial Service Analyst to join our Overland Park client’s high-performing Relationship Management team This role offers the opportunity to support institutional clients with sophisticated life insurance solutions that foster long-term stability and growth. If you excel in managing complex processes, have exceptional attention to detail, and thrive in a collaborative environment, this hybrid position could be the perfect fit.


Key Responsibilities:

  • Review and process new business paperwork and packages for compliance with product guidelines.
  • Manage financial and non-financial transactions, including policy disbursements and premium reporting.
  • Research and respond to complex client inquiries, ensuring clarity and thoroughness in responses.
  • Perform quality checks on data inputs and maintain accurate records in policy administration systems.
  • Collaborate with internal teams on accounting resolutions and business improvement initiatives.
  • Apply analytical skills to scenarios involving life insurance policies, investment reporting, and regulatory compliance.
  • Assist with maintaining and updating detailed processing procedures.


Qualifications:

  • Bachelor’s degree with 5+ years of relevant experience; experience with COLI/BOLI industry is a plus.
  • Strong interpersonal, critical thinking, and project management skills.
  • Proficiency in Microsoft Word, Excel, and Access.
  • Ability to prioritize, multi-task, and deliver creative solutions in a fast-paced environment.
  • Series 6 designation preferred (or willingness to obtain within 12 months).


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