Life Insurance Fulfillment Specialist- Part Time

This position will be responsible for all client and internal fulfillment functions on a daily basis. Emphasis is on ensuring the timeliness of and accuracy in generating and mailing client annual statements, bills, confirmation statements, lapse notices and monthly system mailings.

Primary Responsibilities:

  • Generates daily CQAW form and searches for available annual reports in operations calendar.
  • Retrieves supporting documentation (CCP, emails, special instructions/procedures, etc.).
  • Completes verification log as required
  • Prints statements or burns CD’s
  • Executes compliance reporting to ensure meeting thirty (30) and seven (7) day SEC compliance.
  • Ensures proper documentation for CQAW
  • Handles all address exceptions
  • Stuffs envelopes/stamps/scans/mails and emails documents
  • Handles updates to operations calendar.
  • Makes decisions on the type of mailing is most appropriate based on client requirements.

 

Qualifications

  • Meticulous in attention to detail, experience checking own work and work of others.
  • Ability to efficiently use copying, mailing, scanning and general office applications.
  • Ability to work with a Windows environment.
  • Proficient in Excel.
  • Transaction processing, document imaging, mailing, and/or business office experience preferred.
  • High school diploma or equivalent required.
  • 20 hours Part-time Hours of work: 12:00pm – 4:00pm Monday – Friday
 
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