Job Description

We are seeking highly motivated self- starter who thrives in a fast-paced environment.  This individual would join our organization to be part our Client Services Estate Planning Administration team.

MANDATORY FUNCTIONS:

·         UNDERSTANDING OF CLIENT SERVICES –

-          Works with carriers when necessary to obtain detailed and sometimes extremely complex information needed for inforce via email/phone until correct

-          Saves/Scans inforce ledgers to the server and saves hardcopies, prepares binder for hardcopies if not already prepared.

-          Loads outcome into tracking database for historical purposes

-          Collaborates with key team members to ensure proper materials are prepared and ready for client meetings on time

-          Prepares and assembles materials for client meetings

-          Attends all staff meetings to capture all relevant case information and records all implementation instructions for case work and ascertains which team member/s are responsible for each task.

-          Attends staff meetings to ensure that information is flowing correctly from client service to administration

-          Facilitates and participates in resolving client issues by suggesting possible solutions and/or methodologies.

·         ROUTINE CLIENT SERVICE

·          Invoices for Premiums Due

-          When not known, research as to whom to send invoices to and how.

-          Create invoice

-          Confirms wire transfer instructions for carrier and correct overnight address

-          Follows-up after invoice sent, making sure premium paid

-          Communicates with client via email and phone for follow up

-          Contacts various parties for signatures if trustees need to sign to release funds.

·          Insurance Summaries

-          Gathers values of policies, premiums paid to date and confirms owner/beneficiary on file with carrier

-          Updates spreadsheets with any additional information per case as warranted

-          Records any task or information in the database tracking system

-          Prepares premium history to accompany summary

·          Processing Policy Change Requests/Client Requests

-          Change of Owner / Beneficiary

o   Obtains and prepares forms, obtains signatures, submits to carrier, and follows through to completion. Updates database tracking system.

-          Policy Loans/Withdrawals

o   Obtains and prepares forms, obtains signatures, submits to carrier, and follows through to completion. Updates database tracking system.

-          Change of death benefit option

o   Contacts outside resources to fulfill carrier request of corporate resolutions, trust documents requiring timely correspondence and follow up.

-          Change of address:

o   Prepares new account forms, updates and obtains signatures and submits to carrier.

-          Change of premium schedule or mode

-          Monthly policy value reporting to appropriate parties (lenders/assignees)

-          Requests ITR

-          Notes policy values as of the date of change and notes in database tracking system

-          Informs clients of their change for sales tracking purposes

-          Communicates with client via email and phone for follow up

-          Obtains appropriate signatures when necessary

·          Preparing Annual Reviews

-          Updates insurance summary and premium history

-          Updates policy spec sheet as needed based on changes

-          Files confirmations in securities binders

-          Scans final product to server

-          Notes any important items to communicate to producers

·          Preparing Follow Up or General Client Meeting Materials

-          Gathers additional information from outside sources when appropriate

-          Prepares polished presentation materials

KNOWLEDGE BASE:

• Minimum 5 years of experience in the life insurance industry and client services processes.
• Solid foundation of the company processes and the needs of the producers.
• Excellent working knowledge of all software necessary to perform job
• Ability to interact and work with insurance wholesalers
• Computer and office equipment experience, Word Processing, Excel, Database Entry
• Extremely adept at Excel Spreadsheet development
• Attention to detail and accuracy of work are imperative
• Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
• Possesses excellent interpersonal and communication skills (oral and written)
• Knows correct format for all correspondence (letters, memos, reports etc.) and proofreading 
• Good communications skills with ability to speak to client and advisors clearly and distinctly with emphasis on correct pronunciation.
• Must be able to apply commonsense and carry out detailed but uninvolved written or oral instructions.

WORK ENVIRONMENT

• Fast-paced constantly changing priorities and deadlines
• Hours regularly exceeding 40 hours/week
• High-Stress deadline oriented work atmosphere
• Extensive periods of sitting and keyboard/computer work
• Daily communication with individuals over the phone and in person

SALARY

• Depending on Experience

BENEFITS

• Will be provided upon request

Company Description

Our company is a Life Insurance & Consulting Services firm located in Phoenix, Arizona that specializes in wealth accumulation techniques, estate-planning strategies, life insurance consulting, employee benefits, non-qualified executive benefit programs, income protection and business planning.