Reinstatement Analyst

Job Summary

A company is looking for a Reinstatement Analyst to manage reinstatement inquiries and processes.

Key Responsibilities

• Determine reinstatement requirements and ensure accurate policy updates in systems
• Review and address suspense items in a timely manner while maintaining documentation
• Handle customer and advisor inquiries and transactions within established standards

Required Qualifications

• 3+ years of customer service or transaction processing experience
• Knowledge of product features and transaction processing
• Proactive self-starter with the ability to work independently
• Compliance with regulatory agency guidelines (FINRA, SEC, State Insurance Department)