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Description
s (SPDs) for accuracy, complete contract review checklists, and properly file documentation before sending final versions to customers. Ensure all internal operational practices and agency guidelines are followed.Licenses and Certifications:
Must have, and maintain, current Life & Health Insurance License for required states
Skills & Experience to Be Successful:
Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Fluent with Microsoft Windows and Office365
BAM experience or skills to learn software program at an accelerated ability
Exceptional telephone demeanor
Must have excellent customer service and interpersonal skills
Maintain a high level of confidentiality
Professional Designation specific to area of specialty (preferred)
Acceptable re...