Life Insurance Specialist

Hiring Profile Question
Comments Job Title/Position Life Insurance Specialist Headcount
How many people with this profile do you need to hire
2 Job Responsibilities
Describe the job role and the day to day tasks involved.
Job Summary:
We are looking for a highly motivated and skilled Life Insurance Customer Service Agent with a valid license who will be responsible for providing exceptional customer service to our clients. As a Life Insurance Customer Service Agent, you will be handling a variety of tasks to ensure our clients receive the highest level of service. Responsibilities:
. Provide excellent customer service to clients via phone and email
. Communicate with clients to explain the application process for new clients and new term riders for existing clients
. Upload applications into the agency management system
. Determine exams/outstanding underwriting items needed and hand off to Client Relations Manager
. Stay up-to-date with industry regulations and review annual reports
. Maintain accurate records of client interactions and transactions
. Work collaboratively with team members to ensure seamless customer service
. POLICY CASE PREP
o Work with the owner/agent to prepare for new sales presentations. This involves:
o Checking calendar daily for the next week's appointments
o Log into the company websites to prepare illustrations
o Provide any other needed documents and/or information
o Work in agency management system to record activity
o Work with customer service to prepare illustrations for inforce policies.
. REFERRAL PARTNER REPORTING
o Determine the commission rate paid for policies referred by partner agents and record monthly on an Excel spreadsheet Qualifications
Describe the qualifications the staff must have in terms of skills and capabilities Negotiable requirements:
. A licensed life insurance agent
. Must have a valid Life Insurance license in good standing Non-negotiable requirements :
. Financial analyst who is familiar with life insurance and annuities
. The candidates must have a strong financial analyst background.
. Must have at least 5 years of Customer Service experience
Ability to pivot and reprioritize job tasks.
. Proficient in Microsoft Office and other relevant software
. Strong attention to detail and accuracy
. Strong communication and interpersonal skills
. Excellent problem-solving skills
. Ability to work in a fast-paced environment and handle multiple tasks simultaneously
. Ability to work in a team environment and support colleagues Competencies/Personality Traits
Being technologically savvy is very beneficial. Prior Experience
Describe the prior working experience a candidate should have.
Negotiable:
Slack
Knowledge or past experience with password managers Non-negotiable :
- Google Workspace and Gmail
- Life and Annuity Company's online processing systems
- Excel Spreadsheets
- Math - computing percentages Performance Measurement
How can we measure performance for this job profile (KPIs/Metrics/Targets)
Availability through the work week.
Constant communication with team on Slack Working Hours
Describe the work schedule the staff will follow
9am CST - 6pm CST - 8 hour shift Reporting to
To whom will the staff be reporting to
Teresa KuhnJames HolmanWendy McCubbins Screening & Selection Question
Comments Additional Screening
Do you want to add any of your own skill tests or other screening processes
minimum of 2 monitor computer setup is extremely helpful for added workspace Hiring Decision Maker
Who from your side will make the hiring decision
Teresa KuhnJames HolmanWendy McCubbins Interview Scheduling
Describe when you would be available for phone/video conference interviews.
James Holman - Available for interviews 1pm EST to 10pm EST