Associate, Title Change (Fixed Term)
Core
Processing title change requests (name changes, beneficiary changes) and handling related client inquiries for life insurance and pre-need products.
Role type
Associate, Title Changes (Fixed Term)
Builds
Policy administration services for clients and advisors
Domain
Insurance / Operations
Deliverable
client delivery
Required skills
Policy administration, life insurance and pre-need product knowledge, data entry, report preparation, legal opinion seeking, multi-channel communication
Preferred skills
4-year degree, 2 years experience in policy administration
Technologies
Ingenium, Prism, FIS, Salesforce, LGS templates
Responsibilities
Process title change transactions and validate request completeness; Seek legal opinions for non-standard cases; Notify advisors and clients regarding invalid requests or deadlines; Handle and resolve inquiries via phone, email, and counter; Prepare statistical reports; Request and follow up on previous policy files.
