Insurance Contract Specialist - Collaborative Role

Drive your career forward as an Insurance Contract Specialist in a vibrant team. This permanent position offers opportunities to manage advisor block transfers efficiently and effectively.
Our client is looking for someone with 1-2 years of experience in the insurance industry, particularly in contracts and transfers. The role demands proficiency in Apexa and strong communication skills to successfully liaise with various stakeholders. You will manage data and support transitions, ensuring all processes are accurate and timely.
Key Responsibilities:
• Manage all advisor block transfers and transitions
• Work with MGAs and carriers for smooth operations
• Submit and track all necessary documentation
• Assist with orphan client assignments as needed
• Reconcile client listings from carriers for accuracy
Requirements:
• Minimum 1-2 years in a related industry
• Proficient in Apexa; WealthServ a bonus
• Strong communication and organizational skills
• Ab...