• Manage policy changes, including endorsements, cancellations, reinstatements, payment arrangements, death claims, beneficiary updates, etc.
• Ensure accurate data entry and timely processing of requested changes in the system.
• Handle Sales agents, CET agents and/or client inquiries related to policy modifications.
• Maintain accurate and organized records for all transactions, ensuring compliance with regulatory and audit standards.
• Respond to inquiries from agents, clients, and internal teams, providing exceptional service and clear communication.
• Address escalations or complex issues with professionalism and efficiency.
• Identify process inefficiencies and recommend improvements to enhance workflow.
• Assist in the implementation of new systems or tools for policy administration.
• Ensure all transactions adhere to company policies, state regulations, and industry standards.
• Conduct quality checks on processed cases to maintain accuracy and mitigate risks.

Key Attributes:

• High school diploma is required. College or university diploma in a related field is preferred.
• Minimum 1 years of experience in insurance operations, policy administration, or a related field .
• Familiarity with life and/or health insurance products and regulations.
• Strong computer skills, including Microsoft Office Suite (Excel, Word, Outlook).
• Exceptional attention to detail and accuracy.
• Strong problem-solving and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and meet deadlines

If you can confidently demonstrate that you meet the criteria above, we encourage you to contact us as soon as possible.

Make your mark. Apply today!