Location
Blue Ash, OH
Job Type
Full-Time Regular

Would you like the opportunity to be a vital asset to a growing organization based here in the Cincinnati area? This company offers a small, family oriented environment, where each employee is valued! Don't miss your chance and apply now!

**Contract to hire**

What you will be doing as the Agency Administration & Funding Company Claims Specialist:

  • Coordinate all new producer licensing, appointments, terminations and verify completion of all agent paperwork.
  • Add and edit records in LifePro for proper reporting and commission payment.
  • Create and implement new hierarchies and adjust them when appropriate.
  • Review background/credit reports and flag anomalies for managerial review.
  • Review requests for advance and accompanying documentation
  • Verify policy benefits
  • Process and manage advance requests from start to finish
  • Open mail and reconcile outstanding correspondence requests
  • Perform various client service tasks including, answering inquires
  • Making outbound phone calls to obtain information from other life insurance companies regarding claims
  • Publish periodic licensing activity reports.

What you will need as the Agency Administration & Funding Company Claims Specialist:

  • Associates Degree or equivalent work experience
  • 3-5 years life insurance experience and/or LOMA matriculation is desirable
  • Strong verbal and written communication skills
  • Working knowledge of Microsoft Office
  • Excellent Customer Service skills
  • Self-starter, comfortable working in fast paced environment