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