Servicing Analyst

Full-time

Description

MLF LexServ seeks an organized, detailed oriented and self-motivated Servicing Analyst to join our team.  If you’re the right one for us, you’ll be a recent college grad with an interest in business or finance or someone without a degree who has solid client support or administrative experience in the insurance, financial service or banking industries. For you, this position will be an extraordinary opportunity to serve as a key point of contact for our clients and ensure the value and integrity of their assets are maintained through accurate and thorough policy servicing.

About us

MLF LexServ is an independent joint venture between Maple Life Financial and Cantor Fitzgerald.  Our company provides a full range of administrative and asset management services investment and financial groups engaged in mortality-based (life insurance) investment products.

We are conveniently located in downtown Bethesda, within walking distance from the metro. We offer a casual, team-oriented, down-to-earth working environment and a  generous benefits package including medical, dental, vision, life and disability, a 401(k) plan, paid parking/metro, 3 weeks’ vacation, fitness club membership reimbursement and staff development opportunities.  For information on our company, please visit our website at mlflexserv.com.

Position Responsibilities

Our Servicing Analysts are responsible for assisting in the management of our clients’ assets by:

  • Conducting timely execution of transactions required to maintain assets (policies) on behalf of the client.
  • Communicating with life insurance companies to verify policy transactions, monitor cash-flows, and identify potential issues.
  • Gathering needed information to facilitate annual policy reviews.
  • Corresponding with outside parties to monitor the health status of the insured individuals associated with each policy.
  • Generating and sending accurate and timely monthly status reports to clients on their assets.
  • Responding to client inquiries and project requests.
  • Maintaining files for each life insurance policy serviced by MLF LexServ.
  • Scanning and filing correspondence; accounting for all documents received and attached to the asset.

 

Requirements

Qualified applicants will possess a Bachelor’s degree in Business, Finance or a related field, OR five (5) years equivalent work experience in the finance, insurance or client service industries.

Applicants must possess exceptional customer service skills and a strong proficiency in Microsoft Office including Word, Excel, and Outlook. Our ideal candidate will be someone with strong attention to detail and thoroughness who can analyze and solve problems. Previous experience in the Life Insurance or Financial Services industry is a plus but is not required.

For immediate consideration please submit your resume and a cover letter with salary requirements.

Please Note:  Phone calls and emails to staff regarding this job opportunity are not accepted.

Equal Opportunity Employer


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