Wealth Management, Life Insurance Case Management Specialist - Associate

J.P.

Morgan Chase & Co.

is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P.

Morgan Asset & Wealth Management is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world.

For individual and institutional investors, the business provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

As a Wealth Management, Life Insurance Case Management Specialist within J.P.

Morgan Asset & Wealth Management, you will be focused on supporting the Life Insurance operations for the Private Bank and JP Morgan Advisors channels.

You will be responsible for assisting the Life Specialists teams with application fulfillment, pipeline management, inventory management with BGA partner firms, system updates, and promoting the business growth.

This role provides an opportunity to engage with clients and Advisors, produce and request product quotes, and leverage business data to support the growth of the business.

Job Responsibilities:


* Assisting with the collection of data and completion of required forms for informal cases and formal applications/forms


* Monitoring the status of pending cases; following up with back-office partners and carriers, as needed


* Submitting application packets through JP Morgan Operations and Central Supervision Review


* Perform account maintenance tasks including Initiate Requests, Policy Holder Services etc.


* May engage with clients and Advisors to remediate onboarding/maintenance issues


* Produce and request product quotes and illustrations


* Serve as a point of escalation for remediation of outstanding items needed in processing of in-flight business


* Analyze and leverage business data to support the growth of the business and produce reported as needed


* Complete ad hoc projects as needed

Required Qualifications, Skills and Capabilities:


* Strong written and verbal communication skills


* Must have MS PowerPoint and MS Excel skills


* Organizational and time management skills; ability to manage multiple priorities


* Proven ability to work independently while competently handling multiple responsibilities, with a high degree of accuracy, in a fast-paced high pressure environment

Preferred Qualifications, Skills and Capabilities:


* Bachelor's degree strongly preferred or equivalent relevant industry experience

J.P.

Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally.

Within WM Solutions, diversity is not only a fundamenta...