What are the responsibilities and job description for the Financial Service Analyst position at Morgan Hunter?
We are seeking a dedicated Financial Service Analyst to join our Overland Park client’s high-performing Relationship Management team! This role offers the opportunity to support institutional clients with sophisticated life insurance solutions that foster long-term stability and growth. If you excel in managing complex processes, have exceptional attention to detail, and thrive in a collaborative environment, this hybrid position could be the perfect fit.
Key Responsibilities:
- Review and process new business paperwork and packages for compliance with product guidelines.
- Manage financial and non-financial transactions, including policy disbursements and premium reporting.
- Research and respond to complex client inquiries, ensuring clarity and thoroughness in responses.
- Perform quality checks on data inputs and maintain accurate records in policy administration systems.
- Collaborate with internal teams on accounting resolutions and business improvement initiatives.
- Apply analytical skills to scenarios involving life insurance policies, investment reporting, and regulatory compliance.
- Assist with maintaining and updating detailed processing procedures.
Qualifications:
- Bachelor’s degree with 5 years of relevant experience; experience with COLI/BOLI industry is a plus.
- Strong interpersonal, critical thinking, and project management skills.
- Proficiency in Microsoft Word, Excel, and Access.
- Ability to prioritize, multi-task, and deliver creative solutions in a fast-paced environment.
- Series 6 designation preferred (or willingness to obtain within 12 months).
Salary : $50,000 - $65,000
