About the role

  • Insurance Services Specialist at NFP assisting executive clients with life insurance implementation. Handling applications, coordination with clients, and medical underwriting requirements for policy purchases.

Responsibilities

  • Assisting with the implementation of new life insurance policy purchases for executive clients
  • Determining appropriate life insurance application forms
  • Preparation of forms
  • Coordination of medical underwriting requirements
  • Direct correspondence with clients as well as insurance organizations
  • Coordination of wire payments
  • Reviewing final policies for accuracy and delivery to complete all phases of the life insurance purchase

Requirements

  • Bachelor’s degree preferred
  • Life Insurance license required within 12 months post-hire
  • Microsoft Suite
  • Detail oriented
  • Team player
  • Ability to work in fast paced environment

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs

Job title

Insurance Services Specialist

Job type

Experience level

Mid levelSenior

Salary

$52,000 - $75,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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