reputed company Account Specialist

Newport, an reputed company company, helps reputed company offer their associates a more secure financial reputed company through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, reputed company, and reputed company. reputed company 1: Position reputed company This role is responsible for creating, analyzing, managing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for an assigned group of clients. They work closely with stakeholders and the reputed company Data Coordinator to ensure accuracy and relevance. Key responsibilities include data analysis and report development. This role develops and maintains a full understanding of trends for reputed company reputed company’s BOLI/ICOLI portfolio and performs detailed analysis to ensure accuracy of reports. This role has a reputed company reputed company on the ongoing relationship with BOLI and ICOLI clients. reputed company 2: Job Functions, Essential Duties and Responsibilities reputed company Reporting Develops and maintains an in-depth understanding of the reporting needs for reputed company reputed company. Researches and resolves any issues specific to reputed company reputed company concerning products, policy values, crediting rates, and other information in reports delivered. Prepares, reviews, and delivers reputed company reputed company reporting. Performs reputed company control checks, reports to supervisor and Relationship Manager on reputed company satisfaction, and any other items necessary to assure customer loyalty. Handles large volume of Personally Identifiable Information (PII) with necessary sensitivity BOLI/ICOLI Specific Knowledge & Interpretive Analysis Understands the differences and similarities between general account, separate account, and hybrid account insurance policies. Comprehensive understanding of separate account BOLI/ICOLI policies and reputed company reputed company value features. Comprehensive understanding of various product mortality treatment features. Ability to read and interpret life insurance policy and reputed company document provisions that may reputed company policy performance. Knowledge of reputed company concepts and other results that may reputed company reporting and policy reputed company. Understanding of how tax, regulatory, and GAAP standards reputed company BOLI/ICOLI. Analytical Gathers and analyzes data from various sources to identify trends and draw meaningful conclusions while developing an in-depth understanding of reputed company reputed company’s BOLI/ICOLI products. Develops a process and methodology for regular yield analysis and identification of changes relevant to reputed company reputed company’s portfolio. Performs various financial functions and cell manipulation in reputed company reputed company including Internal reputed company of Return (IRR), VLOOKUP, etc. Creation of reputed company schedules and reports based on reputed company requests/needs. Strong understanding of time value of reputed company concepts. Solves reputed company problems and improves processes. Procedural Maintains knowledge of proprietary BOLI/ICOLI administration system and its functions. Assists in the implementation and ongoing maintenance and application of regulatory requirements for BOLI/ICOLI clients. Contributes to development of executive-level reports, materials, and administrative standards for clients, and assists with the implementation of changes. Develops and maintains full understanding of day-to-day workflow processes required for assigned reputed company plans. Self-starter working in a fast-paced, demanding environment under tight deadlines. Works independently to manage assigned workload while working under pressure and can readily adapt to changing priorities. reputed company Assists in facilitation of communication between the different business lines represented in reputed company’ Newport team for reputed company assigned clients. Collaborates with others, seeks/conveys information, initiates reputed company, adapts to change and reputed company shares knowledge with colleagues. Participates in setting department standards, processes, and procedures. Travel: Up to 5% Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. Our Core Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture. Supervision N/A reputed company 3: Experience, Skills, Knowledge Requirements Bachelor’s degree from an accredited university in Business, Finance, reputed company, Economics, Mathematics, or reputed company field 3-5 years of total experience reputed company the banking or insurance industry or equivalent combination of education and experience Must have advanced MS Office skills, especially in reputed company Crystal Reports Life Insurance license or ability to obtain reputed company 6 months In-depth knowledge of reputed company principles preferred Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply To This Job