Documentation Specialist Life Insurance CLV Job Detailssgprod012020-08-14T18:21:07-04:00
Documentation Specialist Life Insurance CLV
College Degree, Accounting, Finance, Data, AML, Documentation, Insurance, Compliance
Documentation Specialist Life Insurance, Cleveland, OH, Cnsltg, Remote but must be local to Cleveland, Review, Analyze, Qualify Data to convert term insurance policies to whole life, thoughtful, detailed qualification analysis, training provided, great for recent college grad with account or finance degree
Why work with me?
Experienced staffing professional, knows client corporate culture/hiring manager, resume and interview preparation, most ethical person in the business, but only works with like-minded people . . .
Process routine transactions on life products with regard to Term Conversions. • Retrieve assigned work in the new business processing system and accurately complete in a timely manner. • Review and facilitate revisions of term conversion cases for accuracy and ensuring all quality standards are met
Review Term Conversion cases for completeness and accuracy to determine if they are contractually eligible to convert to a permanent policy. This tends to be a high volume; therefore, it is imperative that one is efficient without compromising attention to detail
Communicate the non-contractual conversion requests from clients to the Underwriting team in a timely manner
Maintain production standards and turnaround times established by management
Experience working in a production/transactional environment working on several computer systems at the same time, while producing quality work