Insurance Service Analyst II

Leawood, KS

Posted: 01/20/2021 Industry: Administrative Job Number: EB-1875292866 Pay Rate: $50,000.00

Job Description


Insurance Service Analyst II

One of our largest, and most prestigious clients is seeking a gifted Insurance Service Analyst 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.

Expectations:
  • Executes intricate life insurance product analysis, including policy management, investment reporting and sensitive customer-concerns resolution
  • Proactively ascertains risks and proposes mitigations/solutions
  • Apply mathematical and financial expertise to complex business case scenarios
  • Prepares precise and timely reporting; reconciles daily transaction activities
  • Administers policy transaction requests, fund transfers, premium payments, and contract revisions
  • Accurately verifies policy values i.E.; cash value, guideline, 7-pay, COI's, target & excess premiums
  • Promotes and suggests business improvement initiatives

Qualifications:
  • 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
  • Astute and creative thinking proficiency
  • Self-motivated - prioritizes and multi-tasks without supervision
  • Insurance or financial industry work experience strongly preferred

Education:
  • Bachelor’ s degree or at least 4 years equivalent related experience
  • FINRA Series 6 designation is required
  • Obtain Loma 1 and 2 within 12 months of hire
  • Understanding of COLI/BOLI products preferred
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