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Life Inforce Specialist
•23 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Topeka, Kansas |
About this job
Position:
Life Inforce Specialist
Location:
2950 SW McClure Rd
Topeka, KS
Job Id:
1936
# of Openings:
1
Position: Life Inforce Specialist
Department: Life Operations
Reporting to: Life Inforce Manager
Location: Onsite, Topeka KS
Overview:
The sale of a Life Insurance policy doesn't end once the policy is issued. Some would argue that the most important aspect of a sale is the service that follows. We are looking for individuals who understand the importance of post-issue service - those who enjoy the challenges of problem-solving. As part of our Life Insurance Division, the Inforce team must possess a diverse skill set, understanding all aspects of life insurance policies and the unique nuances of each carrier we support. As an Inforce Specialist, you will provide post-issue life policy maintenance to our clients. It's essential for each Specialist to deliver exceptional service and care with every case they handle, while also being detail-oriented and comfortable in a fast-paced environment
What you'll do:
- Process, review and follow-up on service work for our inforce life insurance contracts; including but not limited to premium changes, financial/non-financial changes, and illustrations
- Send all necessary paperwork to the proper carriers
- Research and analyze issues providing problem resolution
- Provide support to the Sales teams, new business and licensing teams on inforce inquiries and pending notifications
Experience you'll bring:
- Strongly preferred: Previous experience working with Life insurance
- Basic knowledge of life insurance products
- Excellent verbal and written communication skills
- Strong time management skills with the ability to handle multiple tasks in a fast-paced environment
- Organized, ability to work independently
- Detail oriented, focused on quality in all aspects of your work
- PC proficiency, ability to work on several platforms at once
Bonus Points:
- Bachelor's degree
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to our very own on-site primary care physician, cafe and gym
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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