Life Insurance Case Management Specialist - VP

JPMorgan Chase & Co. • Jersey City, NJ

8h

About The Position

The Life Insurance Case Management Specialists role will be focused on the support of the Life Insurance operations for the Private Bank and JP Morgan Advisors channels. The Case Management Specialist position is responsible for supporting the Life Specialists teams with application fulfillment, informal and formal pipeline management, inventory management with BGA partner firms, maintenance and updating systems, and driving the growth of the business.

Requirements

• Bachelor’s degree strongly preferred or equivalent relevant industry experience
• Strong written and verbal communication skills
• Must have MS PowerPoint and MS Excel skills
• Organizational and time management skills; ability to manage multiple priorities
• Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high-pressure environment

Responsibilities

• Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
• Monitoring the status of pending cases; following up with back-office partners and carriers, as needed
• Submitting application packets through JP Morgan Operations and Central Supervision Review
• Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc.
• May engage with clients and Advisors to remediate onboarding/maintenance issues
• Produce and request product quotes and illustrations
• Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
• Analyze and leverage business data to support the growth of the business and produce reports as needed
• Complete ad hoc projects as needed

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level