Life Insurance Coordinator
At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you!
Professional Development
9 paid holidays, including your birthday and a floating holiday!
401(k) with company match
Employer-Paid Disability, Life Insurance, and Employee Assistance Program
Health, Vision, and Dental Plans
Dependent Care and Flexible Spending Accounts
Paid Time Off
Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Learn more about us at https://keatinginc.com/why-keating.
Keating & Associates, Inc.
Life Insurance Service Concierge
Job Summary
The Life Insurance Service Concierge provides comprehensive customer service to all life insurance policy holders requesting policy service on existing policies in addition to providing specialized customer service to support client needs in other servicing areas. This person will modify, update, and process existing policies and claims to reflect any changes in beneficiary, address, and other personal information. You will provide requested information to clients on benefit coverage, conversion dates, next premium payment dates, and premium amounts. The role will be key in fact checking requests for policy reinstatement and keeping records up to date in the CRM. The specialist will work closely with their colleagues and agents to keep all existing policies in good order, including identifying opportunities for upcoming term conversions.
This position is non-exempt, located onsite in one of our branch offices (Manhattan, KS, Lawrence, KS, or Overland Park, KS), and reports to the Director of Operations.
Responsibilities include, but are not limited to:
Owning the customer experience by establishing trust and building relationships with advisors and clients to provide high caliber service and follow through on client service needs.
Providing insurance policy holder services, such as death claims, forms completion, record and policy maintenance, and social security payments to accounts, in addition to answering incoming client requests for information and policy changes.
Elite service that can help facilitate and intro conversation to an advisor to capture rollovers from the death claims process
Identifying Long term care, Disability, and Worksite policy services opportunities with current clients
Establish new and maintain existing insurance licensing & contracting across advisors and for the company.
Proactive care of old policies through: conversion opportunities from term to whole life, proactive premium waiver facilitations, and active responses to lapses in policies that have opportunities to reinstate
In collaboration with advisors and our outsourced insurance broker, occasionally assisting with new insurance policies and illustrations
Championing opportunities that could exist with current clients for advisors to sell and offer new insurance solutions as well as creating marketing and education collateral to train advisors on products and service options in insurance.
Responds professionally and escalates as needed any sensitive situations, including customer complaint handling
Learns a moderate knowledge of all facets of individual life insurance annuities and products being serviced, remaining current in profession and industry trends that affect policy service best practices
Owns process changes to continuously improve the client and advisor experience.
The opportunity to perform administrative cross-departmental work and collaboration; bringing the elite concierge service company wide.
Willingness to take on additional responsibilities
Desired skills include, but are not limited to:
Preferred: insurance knowledge and either an active Life, Healthy, and Variable insurance license held or ability to obtain within six months.
Excellent, proactive problem-solving skills, with the ability to discern what to research, escalate, and act upon independently
Customer service communication skills that convey professionalism, confidence, kindness, and empathy.
Ability to communicate technical insurance information with both proficient agents and non-proficient clients
Executes requests with high degree of follow through and communication of completion
Meticulously detail-oriented with a high degree of accuracy and ability to notice inaccuracies
Proficiency with CRM systems, file management, and data entry
Willingness and ability to work under pressure and meet deadlines
Commitment to confidentiality and discretion when working with client information
Ability to collaborate and offer support while maintaining self-management of areas of responsibility
Takes initiative to ask questions during the learning process