JPMorgan Wealth Management Life Insurance Case Specialist 

United States, New Jersey, Jersey City 

368539756

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