Insurance Business Liaison
4 days ago
Hantz Group is a leading financial services company that helps individuals and businesses achieve their financial goals.
We are a Family Office that manages over $11B+ of assets, has 20+ offices, and over 600 employees. Our team of experts provides a range of services tailored to each client's needs.
We strive to deliver exceptional outcomes for our clients by taking a holistic approach to financial planning. Our team works collaboratively to coordinate superior results and reduce stress for our clients.
Areas of Focus:
- Asset Management
- Financial Planning and Retirement
- Insurance
- Tax Strategy and Planning
- Cash Flow Analysis
- Debt Strategies
- Estate Planning
- Property and Casualty Insurance
As a Premier Insurance Specialist, you will work closely with our field staff and product companies to achieve our company's core objective of providing a holistic approach to financial planning.
Our processes ensure that our clients receive accurate and timely service to achieve their financial goals.
Essential Job Functions:
- Liaison for Registered Representative and Product Providers
- Daily review of new business for accuracy and compliance
- Follow up with Product Providers and Registered Representatives to put policies in force for clients
- Manage a case load of communications, including phone calls and emails, to provide critical support for life insurance business
- Track and assist the timeliness of placing policies in force
- Provide Underwriting support to ensure timely approval for clients
- Handle service questions on clients' policies and assist with administrative, procedural, and operational information
- Post commissions timely and accurately
- Service in force policies to ensure they are accurately updated
- Work well in a team atmosphere
- Learn the Insurance business, product, process, and procedures
- All other tasks assigned
Education/Knowledge & Skills:
- Excellent communication (verbal and written) and interpersonal skills
- Strong attention to detail
- Excellent problem-solving skills
- Team player
- Ability to review high degrees of independent judgment to coordinate investigations, review documentation, and resolve issues
- Good problem-solving and decision-making ability
- Proven analytic and time management skills; quick learner
- High proficiency with PC desktop applications and MS Office
- Bachelor's degree in Finance, Economics, Business Administration, or other related field or equivalent work experience
Benefits:
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Vol LTD
- Vol Life
- Flexible Spending
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
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