Administrative Assistant/Life Care Associate

Troy, MI 48085

Posted: 01/11/2019 Industry: Admin - Clerical Job Number: 59208 Pay Rate: 18.90

Administrative Assistant for a large financial management company.

Provide assistance to financial advisors/agents in completing life insurance applications

Develop and maintain contacts at insurance carriers

Work with licensing team on issues related to submitted business; ensure the Financial Advisor is maintaining compliance and has the appropriate licensing to sell life insurance policies

Determine risk class quoted and review any medical information submitted with the application to ensure the PI currently qualifies for the quoted risk class

Communicate with insurance company regarding submitted applications

Provide status updates via email or phone to financial advisors/agents

Review medical records to ensure all necessary items are received to avoid delay and to determine if quoted risk class will still apply based on information obtained in medical records

Forward medical records to the carrier to match to client file and reviewed by the underwriter Act as back-up for associates who are not in the office

Required Skills (non-negotiable):

CUSTOMER SERVICE

DATA ENTRY (8, 000 keystrokes/hour 85% accuracy)

MICROSOFT OFFICE

PROBLEM SOLVER

CUSTOMER SERVICE ORIENTED

Additional Skills:

DETAIL ORIENTED

LIFE INSURANCE
Apply Online

Send an email reminder to:

Share This Job:

Related Jobs: