Key Client Specialist

AmeriLifeMaple Grove, MN
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
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