What are the responsibilities and job description for the Insurance Operations Specialist position at Alpine Solutions Group?
Our life insurance and annuities client in Durham, NC is looking to grow their operations team by adding on an Insurance Operations Specialist to provide an exceptional experience to distribution organizations and individuals acting as their customer's first impression of the company. Looking for energetic, positive, and motivated individuals with strong organization skills and the capacity to recall complex business rules in addition to varied state regulations as they pertain to licenses, appointments, and commission payment guidelines!
This a direct placement hybrid opportunity with competitive salary, full benefits, and a bonus structure.
Responsibilities
- Manage correspondences with distribution partners pertaining to contracting and commissions. Always communicate with partners respectively and professionally. Communication channels include phone, email, chat, and text.
- Provide technical assistance to administrators and producers on how to use onboarding and profile management system.
- Review and verify organization contracting documents received are in good order. Enter information into onboarding system sending invitations to administrators and principal producers. Properly upload and store documents within the organizational profile.
- Manage verification queue by assessing documents and reports for accuracy and compliance with guidelines.
- Maintain up to date knowledge of statutory regulations as they pertain to licensing, contracting and commission payments.
- Handle processing of manual appointments and terminations in accordance with state requirements and company guidelines.
- Receive, research and respond to commission inquiries within established response deadlines with accurate information.
- Be an agent of change promoting our digital platforms both internally and externally.
- Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
- Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
Qualifications
- 6 months in one of the following : customer service in finance/health benefits/banking (early career)
- Comfortable with being on the phones for outbound and inbound calls
- Great communicator and positive demeanor
- Prior customer service experience
- Comfortable with numbers and basic math as well as strong with Excel
- Ability to speak with agents
- Must get life insurance license upon being hired
- Bachelors degree
PLUS
- Life & Insurance License
