Life Insurance Specialist
2 weeks ago
#### Job Summary
At NFP, we are seeking a skilled Life Insurance Specialist to join our team. As a Life Insurance Specialist, you will play a vital role in the implementation of new life insurance policy purchases for executive clients. Your responsibilities will include determining appropriate life insurance application forms, preparation of forms, coordination of medical underwriting requirements, and direct correspondence with clients, insurance brokers, and insurance companies to complete all phases of the life insurance purchase.
#### Essential Duties and Responsibilities
- Ensure that policies are implemented in a timely, accurate, and professional manner.
- Knowledge and understanding of nonqualified benefit plans and an understanding of the basics of investments is a plus.
- Administration could include but not be limited to: change of broker, surrender, owner and beneficiary changes.
- Meet broker dealer compliance requirements.
- Able to support other areas of the company as needed.
#### Experience/Skills
- Experience with insurance processing, operations, and administration is ideal. Experience with Life insurance is preferred.
- Must have demonstrated strong organizational skills and takes the initiative on follow through.
- Proficiency with MS Office Suite, with basic MS Excel fluency.
- Ability to communicate effectively, both orally and in writing.
- Analytical, apply critical thinking and problem-solving skills.
- Exhibit a high degree of self-motivation and direction. Able to pivot quickly on changing priorities.
#### Education/Credentials
- Life and Health License preferred or able to obtain within 90 days of hire.
- Bachelor's Degree or advanced training/education preferred.
- HS Diploma or equivalent is required.
#### What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
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