Financial Services Representative

Overland Park, KS

Post Date: 03/27/2018 Job ID: EB-9140698371 Industry: Administrative Pay Rate: $40000.00

Financial Services Representative

  • To provide service support for Corporate Sponsored and Bank Owned life insurance products.
  • Build relationships with servicing offices supporting our business
  • Processing of all enforce transaction requests; premium payments, fund transfers and contract changes
  • Provide reporting upon request
  • Reconcile daily transaction activity
  • Reconcile and pay compensation
  • Maintain organized files
  • Work closely with systems development team, detailing business requirements pertaining to the new business or enforce process

  • Bachelor’ s degree preferred or at least 5 years equivalent related experience.
  • Must either have or be willing to acquire Series 6 within 6 months of hire
  • Professional designation or working toward a designation such as FLMI; obtain Loma 1 and 2 within 12 months of hire
  • Strong attention to detail and strong organizational skills
  • Strong computer skills; Proficient knowledge of Microsoft Word, Excel, and Access
  • Must be able to work independently AND be a strong team player

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