**Essential Duties and Responsibilities** + Perform initial review of submitted life insurance applications + Validate agent licensing and appointment for business submitted + Input case into agency management system for permanent record of business + Submit good order applications to insurance carriers via secure delivery + Order paramedical exams required by carrier for underwriting decision + Track completion of exams and forward to insurance carrier for review + Order medical records for clients to assist in underwriting decision + Follow-up on requests for medical records to ensure timely completion + Process issued life insurance policies for mailing to financial advisors/agents + Send follow up notices to financial advisors/agents until delivery requirements are completed + Review and submit delivery requirements to insurance carrier + Ensure delivery requirements are received by insurance carrier and policy is placed inforce + Process various policy service requests + Support Life Care Specialists with daily tasks + Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** + Advanced Knowledge of: + Principles, practices, and procedures of general office concepts + Policies that govern personal life insurance operations. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in** + Advanced Skill in: + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. + Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. + Analyzing data to identify discrepancies. + Problem solving. **Education/Previous Experience** + High School Diploma or equivalent and a minimum of three (3) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Life, Health and Variable Annuities License is helpful but not required.