Insurance Specialist-Kansas City

Job Description

Job Description

Position: Insurance Specialist - In office position

Key Duties:

Including but not limited to

New policy applications

o Review against Outside carrier application requirements and necessary information for each case specifics

o Confirm illustration and application details with Financial Advisor/team

o Perform various pre-underwriting activities for policies, such as qualifying requests, gather and analyze data and client information, selecting rates and forms for coverage

Existing policy service

o Prepare insurance change forms or related documents, and review them for completeness and

accuracy

o Proactive follow up with our team, banks or other supervision teams to push for review and

approval

General office maintenance

o Assist with pulling and providing policy reports on a regular and as-needed basis

Creation and maintenance of relevant SOPs

o Create new life insurance department SOPs as-needed for first time tasks/new policy types/new

policy changes

o Update existing SOPs as-needed to include updated rules and regulations or changes to SWP

procedures

Key Characteristics

Strong desire for personal and professional growth.

Approachable, respectful, and inclusive communication.

Ability to give and receive constructive feedback.

Ability to maintain confidentiality.

Excellent verbal and written communication and interpersonal skills.

Proficient in Microsoft Office Suite or related software.

Proficient in CRM or related software.

Excellent organizational skills and attention to detail.