Insurance - Policy Review Associate

Crump Life Insurance Services

United States

On-site

USD 45,760 - 50,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in the insurance sector seeks an AVP - Talent Acquisition. The role encompasses comprehensive duties including the management of life insurance illustration requests and direct communication with clients. Candidates should possess experience in the life insurance industry, strong organizational skills, and the ability to multitask effectively. This full-time position offers a competitive salary in alignment with skills and experience, with additional benefits such as medical and vision insurance.

Qualifications

Two years of experience in the life insurance industry required.
Strong understanding of life insurance sales illustrations.
Proficiency with standard office equipment.

Responsibilities

Gather, analyze, and organize information for life insurance requests.
Communicate professionally with clients regarding policy reviews.
Review and ensure accuracy of life insurance illustrations.

Skills

Detail-oriented

Communication

Organizational skills

Time management

Problem-solving

Typing skills

Education

One year of college or secondary level education

Tools

Word

Excel

Job description

Crump Life Insurance Services provided pay range

This range is provided by Crump Life Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,760.00/yr - $50,000.00/yr

Direct message the job poster from Crump Life Insurance Services

AVP - Talent Acquisition - Crump Life Insurance

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Demonstrate an ability to gather, coordinate, review, analyze, and organize information relating to the accurate completion of life insurance in force illustration requests.
Be able to ask and answer questions related to the policy review and in force life insurance illustration process.
Possess the ability to communicate over the phone with clients in a professional and organized manner.
Demonstrate the ability to understand the life insurance illustration request form and how it should be completed properly to meet all client and carrier processing requirements.
Be able to review spelling, numbers, and the structure of a completed life insurance illustration, based on the request and data provided to the policy review analyst over the phone by the requesting party.
Possess the ability to effectively communicate and motivate insurance carriers to move expeditiously when errors need to be corrected.
Perform additional review and administrative functions as required.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

One year of college or secondary level educational courses and/or industry related courses.
Two years of experience within the life insurance industry or comparable industry.
Proficient in the use of PC, Word, and Excel systems.
Good typing skills.
Be proficient in the use of most standard business office equipment (i.e. fax, email, copier, etc).
Possess strong office writing, grammar, speaking, spelling, and listening skills. Possess strong organizational and time management skills.
Possess a strong understanding of life insurance sales illustrations.
Have an understanding of the sales process, sales concepts, and life insurance policy structure.
Ability to evaluate circumstances and respond appropriately.
Need to be very detailed oriented and good with numbers.
Ability to multi-task without losing your effectiveness.
Ability to effectively communicate your needs and requirements to those supporting you.
Possess patience and strong training and people development skills

Preferred Qualifications: