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Policy Service Administrator (Life Insurance)

Company: Chamberlain Group
Location: Irvine
Posted on: February 12, 2019

Job Description:

Opportunity: Policy Service Administrator (Life Insurance)

At Chamberlain Group, we do everything in teams because we believe in the collective genius of groupthink: many heads are better than one! The core responsibilities of the Policy Services Administrator will be to work as part of our Insurance Team to provide and service executive benefits solutions and insurance administration. Success in this position requires 2+ years of experience in the life insurance/wealth management industry, with Non-Qual administration familiarity, and a commitment to offering platinum-level client service. It is essential that the candidate demonstrates a high degree of attention to detail, and has an exceptional professional demeanor. He/she will have direct interaction with both our individual and corporate clients. This position is a 'Jack of All Trades' of sorts, and will be responsible for policy and plan administration, creating client-facing PowerPoint presentations, tax reporting, carrier correspondence and other duties as assigned. The ideal candidate will be proficient to excellent in PowerPoint and Excel and have solid industry/carrier relationships and knowledge.

Requirements:


  • BA/BS degree in Business or related field preferred.
  • CA Life License preferred.
  • 2+ year's life insurance experience required.
  • Familiarity with Non-Qualified Plan administration a plus.
  • Must be detail oriented, highly organized, self-motivated, and possess strong time management skills.
  • Strong analytical and technical skills
  • Sophisticated understanding of platinum-level client service.
  • High competency in mathematics and financial spreadsheets.
  • Organization and attention to detail.
  • Proficient in Microsoft Office (Word Excel and PowerPoint) and CRM systems
  • Excellent written and verbal communication skills.
  • Committed to working with integrity.

    About Us

    Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients' assets for generations. For over 40 years we have successfully built our private boutique firm, owning the mantle of "stewardship" as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun---Come join us!

    Benefits:

    Chamberlain Group offers a generous benefits package that includes; medical, dental and vision coverage, retirement plans, 3 weeks of vacation + 5 sick days, regular casual-dress days, "just for fun" events and celebrations, paid holidays, and personal/team bonus opportunities.

    PLEASE SUBMIT COVER LETTER WITH RESUME.

    Keywords: Chamberlain Group, Irvine , Policy Service Administrator (Life Insurance), Other , Irvine, California

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