Insurance Analyst
Core
Provide customer service, process administration, and support for Wealth Operations and Personal Financial Planning (PFP) products.
Role type
Insurance Analyst (Wealth Operations & PFP)
Builds
Servicing and administrative support for Retirement Account and PFP customers
Domain
Insurance and Asset Management
Deliverable
product features
Required skills
customer service, process improvement, risk and compliance management, data entry, regulatory adherence, case execution
Preferred skills
knowledge of regulated products, system proficiency
Responsibilities
Provide customer service to internal and external customers; execute non-standard cases and manual work; identify and implement process improvement ideas; maintain up-to-date knowledge of servicing and compliance activities; manage pre-sales administration for PFP and Retirement Accounts; update details on various systems; send template and free-form letters to customers; handle calls to ceding companies or internal departments.
Seniority
Individual Contributor