Policy Services Associate

1 month ago


Philadelphia, United States Axcelus Financial Life Insurance Company Full time
Job DescriptionJob DescriptionSalary:

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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