Policy Issue Specialist

Are you a driven, dedicated Bilingual Policy Issue Specialist looking to get your foot in the door with a stable organization based here in the Cincinnati area? Don't miss your chance and apply now!

** Contract to Hire**

What you will be doing as the Policy Issue Specialist:

• Open mail/faxes and prepare new business voucher.
• Review applications and process pending policies
• Issue all types of life insurance and trust policies.
• Perform some client service activities including but not limited to answering client/field inquiries, making policy changes and premium accounting.
• Provide field training and assistance as needed.
• Prepare for Texas Banking Audit.
• Process and monitor 1035 Exchanges.
• Provide daily reports to Senior Management regarding outstanding policies, issued policies and agent training issues.
• Process returned applications (not issued).
• Correct errors on issued policies, and re-issue as appropriate.

What you will need as the Policy Issue Specialist:

• Associates Degree or equivalent work experience
• 1-3 years life insurance experience and/or LOMA matriculation is desirable
• Ability to multi-task without sacrificing details
• Strong verbal and written communication skills
• Working knowledge of Microsoft Office
• Self-starter, comfortable working in fast paced environment