Life Insurance Ops Specialist - Underwriting & Compliance
Stephens Inc.
14 days+
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Job summary
A financial services company is looking for an experienced professional to assist financial consultants with life insurance applications and ensure compliance with regulations. The ideal candidate has at least 5 years of experience in life insurance management, strong analytical skills, and can work independently. Responsibilities include verifying licenses, submitting applications, and providing customer service support. A Life & Health Insurance License is required, and advanced certifications are a plus.
Qualifications
- Minimum 5 years’ experience in life insurance and annuities management or underwriting.
- Must remain updated with licensing requirements.
- Advanced certifications in life insurance are a plus.
Responsibilities
- Assist financial consultants in completing life insurance applications.
- Verify financial consultant’s licenses and affiliations.
- Ensure compliance for applications and documents.
- Submit and follow up on insurance applications.
- Manage customer service requests and assist with claims.
Skills
Familiar with different life insurance products
Excellent verbal, written and organizational skills
Attention to detail
Strong analytical and problem-solving skills
Ability to maintain confidentiality
Education
College degree or equivalent workforce experience
Life & Health Insurance License
Tools
Microsoft Office Suite
Job description
A financial services company is looking for an experienced professional to assist financial consultants with life insurance applications and ensure compliance with regulations. The ideal candidate has at least 5 years of experience in life insurance management, strong analytical skills, and can work independently. Responsibilities include verifying licenses, submitting applications, and providing customer service support. A Life & Health Insurance License is required, and advanced certifications are a plus.
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