Job Summary
LIFE Insurance New Business Processor - Financial Wizard a PLUS
Key Responsibilities:
- Prepare materials and conference rooms for client meetings.
- Complete and process life insurance and annuity applications.
- Process issued policies and assist with policy delivery.
- Support CFP client meetings, presentations, and related paperwork.
- Work with financial planning software to model client scenarios.
- Run life insurance illustrations and annuity income rider quotes.
- Establish and maintain client files and electronic records.
- Coordinate with the Client Care department to ensure timely processing of applications.
- Assist with policy delivery and follow-up activities.
Ability to adapt quickly to changes in healthcare regulations or insurance policies. Join us if you’re passionate about making a difference in healthcare through precise coding and efficient claims management! We’re committed to supporting your professional growth while providing a positive work environment where your skills can truly shine.
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Work Location: In person
