Bilingual Policy Service Specialist Job Blue Ash area,Ohio USA,Customer Service/HelpDesk

Are you a driven, dedicated Bilingual Policy Issue Specialist looking to get your foot in the door with a stable organization based here in the Cincinnati area? Don't miss your chance and apply now!

Contract to Hire

Spanish/English

What you will be doing as the Policy Issue Specialist:

Open mail/faxes and prepare new business voucher.
Review applications and process pending policies
Issue all types of life insurance and trust policies.
Perform some client service activities including but not limited to answering client/field inquiries, making policy changes and premium accounting.
Provide field training and assistance as needed.
Prepare for Texas Banking Audit.
Process and monitor 1035 Exchanges.
Provide daily reports to Senior Management regarding outstanding policies, issued policies and agent training issues.
Process returned applications (not issued).
Correct errors on issued policies, and re-issue as appropriate.
Answer main customer service line

What you will need as the Policy Issue Specialist:

Associates Degree or equivalent work experience
1-3 years life insurance experience and/or LOMA matriculation is desirable
Ability to multi-task without sacrificing details
Strong verbal and written communication skills
Working knowledge of Microsoft Office
Excellent Customer Service skills
Self-starter, comfortable working in fast paced environment

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