Policy Services Associate
1 month ago
Position Summary
The Policy Services Associate will be a member of the New Business Operations team and will support the day-to-day functions related to the issuance of Private Placement Life Insurance and Private Placement Variable Annuity policies. This position will report to the Manager of New Business Operations.
Responsibilities
- Assist with the application and issuance of PPLI and PPVA policies.
- Provide high-quality customer service to our internal and external partners and clients.
- Accurately enter policy information into Axcelus' administration system.
- Perform quality control review throughout the policy application/issuance process.
- Coordinate with various internal departments in support of the application/issuance process.
- Coordinate the underwriting process by facilitating the flow of information between internal/external partners and the underwriting team
- Proactively track and report status of cases in the pipeline.
- Ad-hoc projects as needed.
Desired Skills and Experience
- Exceptional organization skills; attention to detail and responsiveness.
- Ability to manage multiple projects and shifting priorities
- Comfortable working in a fast-paced environment.
- Demonstrated proficiency in business-related verbal, written and interpersonal skills.
- Capable of working independently and as part of a team.
- Strong critical thinking and problem solving skills.
- Knowledge of life insurance and annuity products preferred.
Requirements
- Bachelor’s Degree required.
- Microsoft Office experience required.
- 1-3 years of related experience preferred.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
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