Senior Life Business Liaison

Job Summary

A company is looking for a Sr. Life New Business Liaison to support financial professionals and enhance client relationships.

Key Responsibilities

• Provide support and triage services to Financial Professionals
• Assist with field underwriting guidelines and new business processing as necessary
• Collaborate with various teams to enhance the financial professional experience

Required Qualifications

• H.S. Diploma or Equivalent required; Bachelor's Degree strongly preferred
• 2-4 years of related experience in life insurance/annuity products
• Familiarity with underwriting and new business processes
• Experience in case design and illustrations required
• Competent computer skills, including proficiency in Microsoft Office and relevant systems