Life and Health Licensed Specialist

Job Summary

A company is looking for a Policy Illustration Specialist responsible for processing illustration requests to ensure seamless policy issuance.

Key Responsibilities

• Manage auto-generated requests to prepare illustrations for policy issuance
• Input data within the system to generate and upload the appropriate illustrations
• Receive, catalog, and track the progress of illustration requests

Required Qualifications

• General office or data entry experience
• Life and health license (or obtain within six months of hire)
• Proficient using MS Office
• Experience in the insurance or financial services industry (preferred)
• Familiarity with policy illustration systems and processes (preferred)