New Business Insurance - Policy Issue Specialist

compensation: Competitive
employment type: full-time
job title: New Business Insurance - Policy Issue Specialist
Career Opportunity – New Business Policy Issue Specialist with Unity Financial Life Insurance Company in Cincinnati, OH 

Do you have experience in life insurance? Are you detail oriented with a focus on accuracy? Do you want to be a part of a great team? If you answered yes, we want to speak with you! 

As a Policy Issue Specialist, you will be responsible for reviewing applications and contracts, verifying the business submitted is in good order, and issuing the policies/contracts in accordance with company guidelines and regulatory requirements.

Additionally, you will:

Process and prepare the new business vouchers.
Review and issue insurance/annuity applications.
Provide assistance over the phone as needed to field personnel.
Process and monitor 1035 Exchanges.
Provide daily reports to Senior Management regarding outstanding policies, issued policies and agent training issues.
Process returned applications (not issued).
Correct errors on issued policies, and re-issue as appropriate.

 Qualified candidates will have:

Associate degree or equivalent work experience.
An ability to multitask while maintaining a high level of accuracy.  
1-3 years life insurance experience and/or LOMA matriculation is desirable.
Annuity and/or SPIA (Single Premium Immediate Annuity) experience, preferred.
Strong verbal and written communication skills.
Working knowledge of Microsoft Office.
Excellent Customer Service skills.
Self-starter, comfortable working in fast paced environment.

Unity Financial is a family-owned business committed to assisting families, funeral directors, and Estate Planners by providing life insurance and annuities that can be used to prefund funerals or assist in Medicaid eligibility. Our business is focused on delivering products that provide exceptional value for our customers, competitive compensation and strong benefits to our representatives, and a rewarding and friendly workplace for our employees.

To learn more about us and the services we provide, visit our website:


If you are ready for a new challenge and meet the qualifications outlined above, apply online today! 

Employer is EOE/AA/M/F/D/V.
  • Principals only. Recruiters, please don't contact this job poster.

post id: 7746854075


best of [?]