We are seeking a dedicated Financial Service Analyst to join our Overland Park client's high-performing Relationship Management team! This role offers the opportunity to support institutional clients with sophisticated life insurance solutions that foster long-term stability and growth. If you excel in managing complex processes, have exceptional attention to detail, and thrive in a collaborative environment, this hybrid position could be the perfect fit.
Key Responsibilities:
Review and process new business paperwork and packages for compliance with product guidelines.
Manage financial and non-financial transactions, including policy disbursements and premium reporting.
Research and respond to complex client inquiries, ensuring clarity and thoroughness in responses.
Perform quality checks on data inputs and maintain accurate records in policy administration systems.
Collaborate with internal teams on accounting resolutions and business improvement initiatives.
Apply analytical skills to scenarios involving life insurance policies, investment reporting, and regulatory compliance.
Assist with maintaining and updating detailed processing procedures.
Qualifications:
Bachelor's degree with 5+ years of relevant experience; experience with COLI/BOLI industry is a plus.
Strong interpersonal, critical thinking, and project management skills.
Proficiency in Microsoft Word, Excel, and Access.
Ability to prioritize, multi-task, and deliver creative solutions in a fast-paced environment.
Series 6 designation preferred (or willingness to obtain within 12 months).