PCG Insurance Operations Specialist
On-site · Little Rock, Arkansas, United States
Job Summary
The PCG Insurance Operations Specialist assists financial consultants with life insurance, annuity, long-term care, and disability applications, ensuring all documents are compliant and in good order for submission. Key responsibilities include verifying licenses of financial consultants, conducting OFAC checks, submitting applications and managing follow-up to ensure correct issuance, and reviewing policies for discrepancies. This role requires a strong understanding of life insurance products, expertise in the underwriting process, and excellent customer service skills. Candidates should have analytical abilities, attention to detail, and be proficient with Microsoft Office.
Required Qualifications
- College degree or equivalent workforce experience
- Minimum 5 years’ experience in life insurance and annuities management or life insurance underwriting
- Strong understanding of life insurance products
- Prior experience with the life insurance underwriting process
- Experience with life insurance case design
- Proficient in Microsoft Office Suite
- Life & Health Insurance License required (if no longer active, must be renewed within 6 months of hire date)
Desired Qualifications
- Advanced certifications (e.g., FALU or FLMI)
- Strong understanding of Long-Term Care and Disability
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