Specialized Client Care Consultant
Core
Subject matter expert solving complex client and field service issues, designing operational processes, and leading remediation efforts for specialized insurance products.
Role type
Senior IC Specialized Client Care Consultant
Builds
Operational processes, training programs, and client service solutions
Domain
Insurance (Life, Annuity, Business Markets)
Deliverable
client delivery
Required skills
Complex problem solving, process design, regulatory compliance (HIPAA/state statutes), training development, data analysis, audit procedures, negotiation, leadership coaching
Preferred skills
Experience with ESINS/BOLI/UL products, system enhancements, interviewing support
Technologies
eSope, BOLI/COLI, UL, Term Conversion systems
Responsibilities
Resolve complex client inquiries and escalations, design and implement new servicing processes, develop and deliver training programs, perform audit and suitability reviews, lead remediation efforts, analyze business data for insights
Seniority
Senior, hands-on IC with mentorship duties