Full-Time

New Business Insurance

Policy Issue Specialist

Posted on 5/14/2024

Strategic HR

Strategic HR

11-50 employees

outsourced HR solutions and strategic alignment

Consulting

Mid

Cincinnati, OH, USA

Required Skills
Communications
Customer Service
Requirements
  • Associate degree or equivalent work experience
  • 1-3 years life insurance experience and/or LOMA matriculation is desirable
  • Annuity and/or SPIA (Single Premium Immediate Annuity) experience, preferred
  • Strong verbal and written communication skills
  • Working knowledge of Microsoft Office
  • Excellent Customer Service skills
  • Self-starter, comfortable working in fast-paced environment
Responsibilities
  • Review applications and contracts
  • Verify business submitted is in good order
  • Issue policies/contracts in accordance with guidelines and regulatory requirements
  • Process and prepare new business vouchers
  • Review and issue insurance/annuity applications
  • Provide assistance over the phone to field personnel
  • Process and monitor 1035 Exchanges
  • Provide daily reports to Senior Management
  • Process returned applications
  • Correct errors on issued policies and re-issue as appropriate

Strategic HR, a division of Clark Schaefer Hackett, offers outsourced HR solutions encompassing HR strategy alignment, communications, recruitment, employee relations, training and development, recordkeeping, benefits and compensation, health and safety, and legal compliance, without adding headcount, enabling businesses to concentrate on their core activities.

Company Stage

M&A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1995

Growth & Insights
Headcount

6 month growth

6%

1 year growth

0%

2 year growth

6%
INACTIVE