Life Insurance Account Analyst - CIGNA - Hybrid
Core
Process life insurance transactions and manage case/policy servicing for Corporate Owned Universal Life Insurance clients.
Role type
Life Insurance Account Analyst
Builds
Corporate Owned Life Insurance (COLI) products and services
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Life insurance product knowledge, case management, transaction processing, client communication, regulatory compliance, report generation, workflow improvement
Preferred skills
FINRA Series 6 & 63, CLU certification, MS Office proficiency
Technologies
Windows-based software, MS Office, illustration/imaging systems
Responsibilities
Process death claims, premium payments, surrenders, withdrawals, and loans; manage renewal processes; act as primary client contact for issue resolution; produce special reports; identify and resolve workflow inefficiencies; support policy documentation scanning.
Seniority
Entry-level to Mid-level, individual contributor