Suitability Analyst
About The Position
American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as Suitability Analyst. We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs). The Suitability Analyst is responsible for performing preliminary suitability reviews on annuity products as required by regulations. This includes reviewing, analyzing, and scrubbing applications based on product’s suitability for the client with the assistance of system support.
Requirements
- High School Diploma or AA Degree
- 1 year in any of the following: data entry, application processing, annuity new or In-force business departments or a similar role
- Must be proficient in using a computer
- Customer/Client Focus
- Problem Solving/Analysis
- Regular and Timely Attendance
- Time Management and Flexibility
- Communication Proficiency
- Teamwork Orientation
- Technical Capacity
- Strong Attention to Detail
- Must be eligible to work in the United States.
Nice To Haves
- Experience in data entry or quality assurance is a plus
- Experience in the insurance industry, carrier home office or agent is a plus
Responsibilities
- Assist in the ongoing development, implementation, and administration of American Life’s annuity suitability program
- Perform initial application scrub, review and ongoing follow up on all applications
- Re-communicate suitability decisions to clients, agents, and/or appropriate internal departments
- Analyzes and researches requests for exception processing
- Assist suitability principal in reviewing annuity applications
- Assist the customer service representative team in addressing customer, agent, and client questions and/or phone calls
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
