Implementation Manager (Life Insurance Underwriting)

Implementation Manager (IM)

Our client is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment accounts. They are a fast-growing company based in New York City and are looking for motivated, agile, and detail-oriented individuals to help them build and scale the organization.

Location: Mid-town Manhattan

This role will start with 5 days in the office and has the potential to convert to hybrid after 6 months in the office.

Requirements:

3-4 YEARS OF EXPERIENCE in the LIFE INSURANCE INDUSTRY, FINANCIAL SERVICES, LEGAL SUPPORT or in the MEDICAL FIELD ( securities associate, project manager assistant, administrative assistant, transcriptionist, medical secretary, paralegal, legal support coordinator, case coordinator, office coordinator)

· Sense of project ownership

· Organized and reliable: able to organize, prioritize, manage and meet timelines on multiple tasks and requests simultaneously.

· Exceptional Detail and Process Orientation: able to follow processes and identify data and formatting errors, and missing information

· Exceptional oral and written communication with strict adherence to writing fundamentals

· Ability to anticipate issues and communicate quickly and effectively

· Ability to work in a fast-paced environment, under pressure and meet deadlines.

· Flexible to change in project structure.

· Bachelor’s degree preferred.

· Proficient in Word and Excel

Adaptable

· Exercises good judgement and common sense

· Knowledge of securities industry, account opening, compliance, life insurance, legal contracts and insurance company(ies) is a plus.

Responsibilities:

· Working with a Sr. Implementation Manager to execute case management from inception through completion which includes periodic reporting to clients, the client’s relationship manager and client’s professional services team.

· Project manage process and prompt client relationship manager to obtain ongoing information that IM is unable to obtain directly .

· Prepare timely client communications with strict adherence to template, business and writing fundamentals.

· Communicate professionally, concisely, and effectively to both internal and external parties throughout the underwriting process

· Schedule and conduct telephone interviews with clients and third parties, as needed, to ensure accurate and up to date information is maintained

· Schedule and, if needed, attend insurance medical exams to ensure strict adherence to the process

· Coordinate ordering of medical records and review records upon receipt for gaps and / or items of interest

· Coordinate financial underwriting and review records upon receipt for gaps and or items of interest.

· Prepare and review detailed cover letters and application paperwork to insurance companies and clients.

· Work with client’s advisors to complete the financial underwriting requirements and financial justification memoranda.

· Work with professional advisors to obtain ownership and beneficiary information which may include coordinating trust and LLC formation.

· Coordinate signatures, delivery requirements, and application submittals to insurance companies.

· Ensure the firm’s Case database is up to date daily

· As needed, assist with process improvement or other team-wide initiatives and tasks

IND2

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person