Life Insurance Case Management Specialist VP
Share
Job Location:
Jersey, NJ - USA
Monthly Salary:
$ 160000 - 275000
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion over 240000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management Corporate and Investment Banking Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions high-net-worth individuals and retail investors in every major market throughout the world. For individual and institutional investors the business provides retirement plan programs products and services brokerage and banking services including trusts and estates loans mortgages and deposits.
The Life Insurance Case Management Specialists role will be focused on the support of the Life Insurance operations for the Private Bank and JP Morgan Advisors channels. The Case Management Specialist position is responsible for supporting the Life Specialists teams with application fulfillment informal and formal pipeline management inventory management with BGA partner firmsmaintenance and updating systems and driving the growth of the business.
Job Responsibilities:
- Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms
- Monitoring the status of pending cases; following up with back-office partners and carriers as needed
- Submitting application packets through JP Morgan Operations and Central Supervision Review
- Perform account maintenance tasks including Initiate Requests Policy Holder Services etc.
- May engage with clients and Advisors to remediate onboarding/maintenance issues
- Produce and request product quotes and illustrations
- Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business
- Analyze and leverage business data to support the growth of the business and produce reports as needed
- Complete ad hoc projects as needed
Required Qualifications Skills and Capabilities:
- Bachelors degree strongly preferred or equivalent relevant industry experience
- Strong written and verbal communication skills
- Must have MS PowerPoint and MS Excel skills
- Organizational and time management skills; ability to manage multiple priorities
- Proven ability to work independently while competently handling multiple responsibilities with a high degree of accuracy in a fast-paced high-pressure environment
Required Experience:
Exec
Key Skills
- General Insurance
- Corporate Sales
- Cost Estimation
- Benefits & Compensation
- Heavy Equipment
- AC Maintenance
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
