Institutional Life Insurance Specialist

Overland Park, KS

Posted: 12/07/2022 Industry: Administrative Job Number: EB-84057456091 Pay Rate: $70,000.00

Job Description

One of our largest, and most prestigious clients is seeking a gifted Institutional Life Insurance Specialist with a proven record of top achievement in the Mutual Life Insurance field. In this pivotal role, your personal dedication, desire to learn, and determination to provide excellent service is key. Influencing the continuing, positive, growth of our business, and consistently delivering excellent service to our clients exemplifies our carefully-curated entrepreneurial environment, stimulating personal career growth.

  • Providing illustrations for the organization’ s large book of institutional life clients, in addition to understanding and applying internal product and regulatory insurance rules
  • Supporting user acceptance testing of illustration software updates
  • Tracking and reporting of new business and enforce case information using software including Salesforce and Tableau
  • Facilitating a variety of partner communication requirements, e.G., BOLI call reports, portfolio reviews calls, and sample illustrations
  • Supporting senior Sales Support team members across a variety of functions, and developing capabilities to provide more complex sales and case design support through hands-on education
  • Apply mathematical and financial expertise to complex business case scenarios
  • Promotes and suggests business improvement initiatives

  • Experience with Salesforce and/or Tableau preferred
  • Excellent critical thinking skills and attention to detail
  • Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
  • Outstanding written and oral communication skills
  • Insurance or financial industry work experience strongly preferred
  • Minimal travel may be necessary

  • Bachelor’ s degree or at least 4 years equivalent related experience
  • Series 6 registered representative; or, meet requirement to pass FINRA SIE and Series 6 exams within one year of hire
  • Understanding of COLI/BOLI products preferred

About Morgan Hunter
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’ re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker – because everyone deserves to find the right fit.

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