Aquarius Professional Staffing ยท 7 hours ago
Policy Issue Specialist
Cincinnati Metro
Contract
Onsite
Entry Level
1+ years expAquarius Professional Staffing is seeking a Bilingual Policy Issue Specialist to join their team in the Cincinnati area. The role involves processing life insurance and trust policies, providing client service, and preparing reports for management.
RecruitingStaffing Agency
Responsibilities
Open mail/faxes and prepare new business voucher
Review applications and process pending policies
Issue all types of life insurance and trust policies
Perform some client service activities including but not limited to answering client/field inquiries, making policy changes and premium accounting
Provide field training and assistance as needed
Prepare for Texas Banking Audit
Process and monitor 1035 Exchanges
Provide daily reports to Senior Management regarding outstanding policies, issued policies and agent training issues
Process returned applications (not issued)
Correct errors on issued policies, and re-issue as appropriate
Answer main customer service line
Qualification
Required
Associates Degree or equivalent work experience
1-3 years life insurance experience and/or LOMA matriculation is desirable
Ability to multi-task without sacrificing details
Strong verbal and written communication skills
Working knowledge of Microsoft Office
Excellent Customer Service skills
Self-starter, comfortable working in fast paced environment
Company
Aquarius Professional Staffing
Aquarius Professional Staffing is a staffing and recruiting agency.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Abby Hehemann
Senior Talent Partner
Jon Barber
Senior Talent Partner
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