Licensed Life Insurance Service Specialist
Core
Provide licensed service support to life insurance clients and advisors, liaising between policyholders, independent advisors, and insurance carriers to handle service inquiries throughout the policy lifecycle.
Role type
Licensed Life Insurance Service Specialist
Builds
Seamless customer service and support for life insurance policies
Domain
Life Insurance / Wealth Management
Deliverable
client delivery
Required skills
Licensed Life Insurance Agent (LLQP), previous life insurance industry experience, problem analysis, MS Office Suite
Preferred skills
Clear written and oral communication, positive attitude, curiosity
Technologies
MS Office Suite, online meeting platforms
Responsibilities
Liaise between policyholder, advisors and insurance carriers; Handle service inquiries throughout the policy lifecycle; Provide licensed service support to clients and connect them with a new insurance advisor; Assist with project work
Seniority
Individual Contributor