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NY Regulation 60 Specialist
A company is looking for a NY Regulation 60 Specialist. Key Responsibilities Review Reg 60 documents and ensure data accuracy for processing Utilize internal systems for customer/carrier comparisons and collaborate with Financial Professionals Perform quality control on completed work to ensure accuracy Required Qualifications College degree preferred Strong organizational skills Ability to collaborate with New Business personnel Experience in customer service via email and/or phone Knowledge of financial planning instruments and insurance operations
A company is looking for a NY Regulation 60 Specialist.
Key Responsibilities
Review Reg 60 documents and ensure data accuracy for processing
Utilize internal systems for customer/carrier comparisons and collaborate with Financial Professionals
Perform quality control on completed work to ensure accuracy
Required Qualifications
College degree preferred
Strong organizational skills
Ability to collaborate with New Business personnel
Experience in customer service via email and/or phone
Knowledge of financial planning instruments and insurance operations