Life Insurance Specialist

21 hours ago


Warrington, Pennsylvania, United States NFP Full time
About the Role

NFP, a leading insurance broker and consulting firm, is seeking a skilled Life Insurance Specialist to join our team. As a key member of our servicing team, you will play a crucial role in the implementation of new life insurance policy purchases for executive clients.

Key Responsibilities
  • Assist with the implementation of new life insurance policy purchases for executive clients, including COLI, BOLI, 162a Bonus, and 1035 Exchange plans.
  • Administer and operate the servicing team, ensuring policies are implemented in a timely, accurate, and professional manner.
  • Determine appropriate life insurance application forms, prepare forms, and coordinate medical underwriting requirements.
  • Correspond with clients, insurance brokers, and insurance companies to complete all phases of the life insurance purchase.
  • Meet broker-dealer compliance requirements and support other areas of the company as needed.
Requirements
  • Experience with life or other insurance processing, operations, and administration is highly preferred.
  • Demonstrated strong organizational skills and ability to take initiative on follow-through.
  • Proficiency with MS Office Suite, with basic MS Excel fluency.
  • Ability to communicate effectively, both orally and in writing.
  • Analytical, critical thinking, and problem-solving skills.
  • Self-motivation and direction, with ability to pivot quickly on changing priorities.
  • High degree of self-motivation and direction.
What We Offer
  • Competitive salary.
  • PTO and paid holidays.
  • 401(k) with match.
  • Exclusive discount programs.
  • Health and wellness programs.


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