Financial Services Liaison

6 days ago


Southfield, Michigan, United States Hantz Group Full time
About the Role

Hantz Group, a leading financial services company, is seeking a highly skilled Insurance Business Development Specialist to join our team. As a liaison between our field staff and product companies, you will play a critical role in achieving our company's core objective of providing holistic financial solutions to our clients.

Key Responsibilities
  • Liaise with Registered Representatives and Product Providers to ensure accurate and timely service to clients.
  • Manage a caseload of communications, including phone calls and emails, to provide critical support for life insurance business.
  • Track and assist with 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.
Requirements
  • 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.


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