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JPMorgan Wealth Management Life Insurance Case Specialist 
United States, New Jersey, Jersey City 
368539756

26.06.2024

with BGA partner firms,

Job Responsibilities:

  • Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
  • Monitoring the status of pending cases; following up with back-office partners and carriers, as needed
  • Submitting application packets through JP Morgan Operations and Central Supervision Review
  • Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc.
  • May engage with clients and Advisors to remediate onboarding/maintenance issues
  • Produce and request product quotes and illustrations
  • Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
  • Analyze and leverage business data to support the growth of the business and produce reported as needed
  • Complete ad hoc projects as needed

Required Qualifications, Skills and Capabilities:

  • Bachelor’s degree strongly preferred or equivalent relevant industry experience
  • Strong written and verbal communication skills
  • Must have MS PowerPoint and MS Excel skills
  • Organizational and time management skills; ability to manage multiple priorities
  • Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high pressure environment