Career Field Customer
Service, Executive/Administration
Insurance Discipline Benefits Administration/Pension
Relocation Assistance Not Available
Job Duration Full Time
Salary Offered $50,000 - $65,000/ year
Job Description
Administration of life insurance plans, split-dollar policies and individual
disability income in an executive benefits environment. Member of client
servicing team assigned to specific clients for serving and administration.
Related experience is required. Primary
Responsibilities
Provide exceptional customer
service to internal and external customers
Maintain and service individual block of policyholders as well as
executive benefit plans
Generate spreadsheets, illustrations, reports and correspondence
Respond proactively to ad hoc requests from clients and MullinTBG
management
Job Qualifications
Strong knowledge of Excel
and Microsoft Office applications
Strong math and analytical skills
Ability to meet deadlines and work as a team member
Superior verbal and written communication skills
Life insurance, finance, tax, accounting and estate planning knowledge
Non-qualified executive benefit plan knowledge
Life insurance license
Series 6 and 63, or Series 7
Bachelor's degree in related field, or equivalent experience
MullinTBG is an
equal opportunity, at will employer and will not tolerate discrimination
or harassment for reasons of race, color, creed, religion, age, sex,
veteran status, sexual orientation, marital status, medical condition,
physical or mental disability or any other basis protected under applicable
federal, state, or local law. Any conduct that may be reasonably construed
as discrimination or harassment violates MullinTBG's
policy
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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