Life Insurance Operations Specialist

3 weeks ago


GondrecourtleChâteau, Grand Est, United States TalentBurst Full time
{"title": "Life Insurance Operations Representative", "description": "Job Summary

As a Life Insurance Operations Representative, you will play a critical role in supporting the operation of Individual Life and Annuity products. You will work in a team environment, balancing independent work with collaboration to ensure efficient processing of life insurance policies and related activities.

Key Responsibilities
  • Perform a variety of support activities for Policy Services, New Business, and Annuity Services, including sorting and distributing output, reviewing and distributing system reports, and processing output for distribution to clients and internal business partners.
  • Assemble new issue life insurance policies and in-force reissue policy pages, preparing them for distribution to advisors or clients.
  • Utilize VISTA Web system to manage outstanding requirements, policy mailing dates, delivery dates, and underwriting expiration dates.
  • Monitor incoming emails and referrals for notification and perform related activities as directed.
Requirements
  • Understanding of Individual Life products, work processes, and procedures related to Operation Support Services, Life New Business, Underwriting, and Life Policy Administration.
  • Working knowledge of systems used in performing assigned job responsibilities, including Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Microsoft Excel.
  • Communication skills to interact with department and other home office associates.
  • Ability to follow detailed workflows via online documentation and perform each job accurately and efficiently.
  • Strong attention to detail to ensure life insurance policies are assembled accurately and output is processed correctly.
", "lang_code": "en-US"}
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