Risk Management Operations Specialist

Job Details

Level

Entry

Job Location

Louisville - Louisville, KY

Job Category

Finance

The Operations Specialist is responsible for supporting the Risk Management Team by servicing inforce policies written through Cerity Partners.

Primary Responsibilities:

• Gain comprehensive knowledge of policies offered through Cerity Partners
• Manages and processes all inforce service requests of policies including, but not limited to: Beneficiary Change
  • Name, Ownership, or Address Change
  • RMD processing
  • EFT set up for premium payments
  • Death Claims
  • Inforce illustration requests
  • Record keeping in CRM, Salesforce and LaserFische
  • Manages RM Service Requests in CRM
  • Daily CRM maintenance of tasks and policy data
• Annual in-force policy review and in-force illustration requests
• Preparation of in-force policy review summary
• Schedules and attends policy review meetings to take notes and summarize in CRM
• Checks and scan mail daily
• Provides support to the Insurance Coordinator as necessary

Ideal Candidate Profile - "Our Casting Call!"

• High school diploma or GED is required; bachelor's degree preferred
• 1-3 years of experience in the life insurance industry preferred, but not required
• Excellent time management and organizational skills
• Must be detail oriented
• Personable and professional communication skills
• Ability to work under pressure, multi-task, and prioritize duties
• Works successfully within a team setting
• Maintains confidentiality

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills