What are the responsibilities and job description for the Business Operations Assistant position at Abacus Group, LLC?
Abacus Group, LLC seeks a detail-oriented and organized Business Operations Assistant to join their team. As a key member of the client services department, you will be responsible for managing life insurance applications from submission to issuance. This includes ensuring accuracy and tracking progress with carriers.
Key Responsibilities
- Manage life insurance applications from submission to issuance.
- Evaluate application accuracy and track progress with insurance carriers.
- Communicate effectively with clients to address questions and requirements.
- Collaborate with insurance carriers to resolve underwriting issues.
- Maintain accurate records in the CRM system.
- Ensure compliance with regulatory standards and perform quality checks.
- Support agents in application preparation and client illustrations.
Requirements
- Bachelor's degree in business or finance.
- At least 2 years of experience in insurance or financial services.
- Familiarity with life insurance and underwriting processes.
- Excellent written and verbal communication skills.
- Proficiency in MS Office Suite and CRM systems.
