Relationship Managers assist Lighthouse Life customers through the process of selling their life insurance policy. This role requires a high degree of organization and attention to detail, as well as an ability to interact with customers and business partners.

Requirements

• Minimum of two years professional experience
• Financial services and life insurance experience preferred

Responsibilities

• Gather information necessary for the appraisal of a life insurance policy such as insurance policy illustrations, insurance policies, and authorizations
• Follow up on inquiries from consumers coming directly to Lighthouse Life (no cold calling)
• Conduct medical interviews with insureds
• Communicate with life insurance policyowners and insureds regarding each aspect of the policy appraisal and purchase process
• Work within Lighthouse Life’s CRM system to manage cases and carefully document each step in the process
• Partner with the Lighthouse Life sales teams in managing cases with our clients
• Work with Lighthouse Life partners such as life insurance agents and financial advisors
• Other responsibilities within the scope of t insurance policy purchase may be required

Characteristics for success

• The ability to understand detailed policies and procedures
• A penchant for noting when something is not quite right and digging in to identify why
• A bias for action in finding solutions
• Your primary motivation comes from within, not from external stimulus
• The capacity to work on multiple projects concurrently
• You want what is in the best interests of the customer, even if that means not booking their business
• You’re a great communicator