Policy Service Administrator

Policy Service Administrator

Primary focus: maintain service levels to advisors and service all inforce life insurance policies, including processing all changes submitted by an advisor.

This is a contract position for an expected duration of 9 months.

Responsibilities

• Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.
• Anticipate the needs of advisors and follow established processes for informing advisors of important details related to policy changes.
• Act as the key resource and contact for all insurance carriers with respect to in force policies.
• Responsible for relating information from insurance carriers to the servicing advisor.
• Ensure PPI service ...