Documentation Specialist Life Insurance CLV

College Degree, Accounting, Finance, Data, AML, Documentation, Insurance, Compliance
  • Location: Cleveland, Ohio
  • Type: Contract
  • Job #3913

Overview Tweet

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

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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 . . .

Full contact information on LI Profile http://www.linkedin.com/in/kathleengriffiths/ reach out anytime

 

Position Summary

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

Specific Responsibilities

  • 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

Qualifications

  • Experience working in a production/transactional environment working on several computer systems at the same time, while producing quality work
  • College Degree Preferred
  • 0-3 years of relevant experience

 

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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 . . .

Full contact information on LI Profile http://www.linkedin.com/in/kathleengriffiths/ reach out anytime