Location
Blue Ash OH
Job Type
Contract Full-Time

Are you a driven, dedicated Bilingual Policy Issue Specialist looking to get your foot in the door with a stable organization based here in the Cincinnati area? Don't miss your chance and apply now!

**Contract to Hire**

**Spanish/English**

What you will be doing as the Policy Issue Specialist:

  • 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

What you will need as the Policy Issue Specialist:

  • 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