
Life Insurance Policy Surrender Specialist
7 days ago
Objective:
- Develop and implement life insurance policy surrender procedures for sales teams.
- Provide necessary documentation to support surrender processes across various sales functions.
- Accompany clients and sales representatives to facilitate document submissions at insurance companies.
- Generate performance reports on submitted and processed documents.
Required Skills and Qualifications
- Comprehensive understanding of insurer-specific surrender processes.
- Familiarity with the life insurance industry and its operations.
- Knowledge of documentation best practices.
- Intermediate proficiency in Microsoft Excel and PowerPoint.
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