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Policy Analyst - Life Insurance job in Tampa

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QuestPro Consultants jobs
Career Interest:  Product Manager/Analyst
Insurance Discipline:  Life and Health
Job Type:  Full Time
State:  Florida (FL)
City:  Tampa
Tampa, FL, USA (Show on map)

One of our outstanding clients are looking for multiple Policy Analysts for their locations in Scottsdale, AZ and Tampa, FL. They would offer some relocation assistance is available for qualified candidates!

The Policy Analyst will issue and settle policies/contracts within defined Service Level Agreements (SLA’s). You will be expected to communicate effectively with producers and other team members throughout the company.

Job Requirements
Key Responsibilities include:

Issue and settle life insurance policy and annuity contracts.
Ensure systems values and illustrated values agree and that selections are accurate.
Review policy/contract pages for accuracy.
Apply cash received and/or activate electronic transfer for premium drafting.
Process not-taken offers, declines and withdrawals.
Process term conversions.
Communicate (written and/or oral) with producers regarding outstanding requirements.
Properly document workpackets regarding communications to/from producers and others concerning matters specific to each case.
Escalate exceptions and/or matters of concern to Lead or Supervisor.
Successfully complete required LOMA courses (280 and 290) within first 2 years of employment.
Required to complete 8 hours of community service. Participation can only be done through the organizations that have been designated by Human Resources. These hours are to be scheduled through your Department Manager.
Education and Experience

High school degree and some college experience, or minimum of 2-3 years experience in life and annuity new business, or have previously performed with accuracy other job duties of new business.
Successfully complete all required company training (i.e. HIPPA, AML, etc.).
Good written and oral communication and interpersonal skills.

Salary:  Open
Bonus/Benefits:  Bonus eligible

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