Key Client Specialist

AmeriLife • Maple Grove, MN

2d • Onsite

About The Position

Act as first point of contact for General Agency point of sales representative and back-office personnel.

Requirements

• Ability to work somewhat independently within a teamwork framework
• Keyboard and PC proficiency, accuracy and speed.
• Ability to learn quickly, both processes and systems
• Proficient with analytics
• Understanding of privacy regulations, including but not limited to HIPAA and PHI
• Knowledge of and compliance with insurance regulations including E&O
• Strong customer and interpersonal skills, including written and oral communication and phone presentation.
• Dependability and punctuality
• High school diploma or equivalent

Responsibilities

• Build application records electronically as required for all general agency submitted applications.
• Manage paperwork submission from the general agency to the compliance unit for Financial Advisors (FA)
• Update records as case progresses, completing follow up to inquiries to and from the general agencies.
• Assist with management of SLA and cycle times for all cases

Benefits

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED