Insurance Producer - DC9594
- Career Level
- Not Specified
Insurance Producer opening on Long Island, NY. Organize database CRM for renewal tracking and premium payment reminders; prepare Life Insurance illustrations/412(e)3 Defined Benefit Illustrations/ All other benefits proposals; Life Insurance Underwriting - following application process to contract issuance; Client Services - communicate with clients and prospects on the various products and performance questions; Organize and track commission payments; Prepare commission statements and payout commissions to Producers; Identify new sales opportunity amongst existing client base. Work with in-house pension benefit consultant, brokers and business owners to establish employee benefit plans to include: Welfare Benefit Plans, Traditional and 412(e)(3) Defined Benefit Plans, Defined Contribution Plans Pension & Individual Life Insurance, Long Term Care Insurance, Group Medical, Life, Dental, Disability Plans.
Ideal candidate has 5+ years of Insurance experience; Strong Microsoft Outlook, Word, PowerPoint, and Excel skills. License Requirements: Life Insurance, Series 6 and Series 63. (DC9594)
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