1017 Knowledge Entry –Insurance coverage or Annuity/Life experience
The first duty of the Coordinator will probably be to finish the affirmation or replace of beneficiary info inside the shopper’s administrative techniques. Additionally they full some analysis, assessment and decide if paperwork is in good order and generate the suitable correspondence as wanted. They’re additionally accountable to watch and clear the work move system to satisfy established deadlines.
Important Features:
Evaluate and full requests to replace/change beneficiary(s) on present contracts
Evaluation and ensure the accuracy of beneficiary info inside the administrative techniques
Assessment and decide if documentation acquired is in good order or not in good order
Generate applicable correspondence wanted on a case by case foundation
Study and apply primary ideas in life insurance and annuity contracts
Study and apply primary system, procedural and compliance information because it pertains to coverage contract administration
Meet established manufacturing and high quality objectives
Present concepts and suggestions to group management to help with enhancing effectivity and repair inside the workforce
All different duties as assigned by Supervisor
Qualifications:
Background in Insurance coverage or Annuity/Life experience most popular
An appreciation for element and drawback fixing expertise
Robust pc expertise, experience with Microsoft Workplace techniques; Excel, Entry, Phrase
Possess robust written and verbal communication expertise
Means to work each individually and as a part of a group
Means to arrange a number of duties
Capacity to work successfully in an open workplace setting
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