Life Insurance Client Services Analyst

National Financial Partners-posted 3 months ago
Phoenix, AZ
5,001-10,000 employees
Funds, Trusts, and Other Financial Vehicles
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NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

  • Understanding of Client Services
  • Works with carriers when necessary to obtain detailed and sometimes extremely complex information needed for inforce via email/phone until correct
  • Saves/Scans inforce ledgers to the server and saves hardcopies, prepares binder for hardcopies if not already prepared
  • Loads outcome into tracking database for historical purposes
  • Collaborates with key team members to ensure proper materials are prepared and ready for client meetings on time
  • Prepares and assembles materials for client meetings
  • Attends all staff meetings to capture all relevant case information and records all implementation instructions for case work and ascertains which team member/s are responsible for each task
  • Facilitates and participates in resolving client issues by suggesting possible solutions and/or methodologies
  • Invoices for Premiums Due
  • Research as to whom to send invoices to and how
  • Create invoice
  • Confirms wire transfer instructions for carrier and correct overnight address
  • Follows-up after invoice sent, making sure premium paid
  • Communicates with client via email and phone for follow up
  • Contacts various parties for signatures if trustees need to sign to release funds
  • Gathers values of policies, premiums paid to date and confirms owner/beneficiary on file with carrier
  • Updates spreadsheets with any additional information per case as warranted
  • Records any task or information in the database tracking system
  • Prepares premium history to accompany summary
  • Obtains and prepares forms, obtains signatures, submits to carrier, and follows through to completion for policy change requests
  • Contacts outside resources to fulfill carrier request of corporate resolutions, trust documents requiring timely correspondence and follow up
  • Prepares new account forms, updates and obtains signatures and submits to carrier
  • Requests ITR
  • Notes policy values as of the date of change and notes in database tracking system
  • Informs clients of their change for sales tracking purposes
  • Prepares polished presentation materials for client meetings
  • Updates insurance summary and premium history
  • Updates policy spec sheet as needed based on changes
  • Files confirmations in securities binders
  • Scans final product to server
  • Notes any important items to communicate to producers
  • Minimum 5 years of experience in the life insurance industry and client services processes
  • Solid foundation of the company processes and the needs of the producers
  • Excellent working knowledge of all software necessary to perform job
  • Ability to interact and work with insurance wholesalers
  • Computer and office equipment experience, Word Processing, Excel, Database Entry
  • Extremely adept at Excel Spreadsheet development
  • Attention to detail and accuracy of work are imperative
  • Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
  • Possesses excellent interpersonal and communication skills (oral and written)
  • Knows correct format for all correspondence (letters, memos, reports etc.) and proofreading
  • Good communications skills with ability to speak to client and advisors clearly and distinctly with emphasis on correct pronunciation
  • Must be able to apply commonsense and carry out detailed but uninvolved written or oral instructions
  • Competitive salary
  • PTO and paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health and wellness programs
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