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, 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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