Advantage xPO is currently looking for a bright, energetic and friendly Junior Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms.
The responsibilities of a Junior Client Analyst, a 12-month contract working onsite at our client location are:
• Assisting in the production of insurance applications;
• Requesting, tracking and securing medical information from practitioners/medical facilities;
• Assisting with scheduling insurance exams for clients;
• Daily production of detailed and efficient emails and letters;
• Updating, reviewing and maintaining proprietary databases, directories and files;
• Assisting with the production of enrollment materials for support purposes;
• Scanning and electronic filing of insurance documentation;
• Phone coverage for Underwriting & Case Management Unit
Qualifications:
• Associate’s degree required; Bachelor’s degree preferred
• Two to three years work experience in a professional office environment preferred
• Prior experience in the life insurance underwriting industry preferred
• Working knowledge of database management and Microsoft Office applications
• Ability to work effectively in a team environment
• Strong customer service skills
• Excellent written and verbal communication skills
• Exceptional interpersonal, communication, organizational skills
• Self-starting ability to handle multiple priorities effectively and efficiently
• Experience handling confidential and sensitive business matters and information with discretion
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