Job Description

: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.Role Overview:
The Annuities & Life Insurance Team serves as the subject matter experts in supporting advisors with product and positioning of Insurance and Annuity business. The Life Insurance Case Management Specialists role will be focused on the support of the Life Insurance operations for the Private Bank and JP Morgan Advisors channels. The Case Management Specialist position is responsible for supporting the Concierge teams with application fulfillment, informal and formal pipeline management, inventory management with BGA partner firms, maintenance and updating systems, and driving the growth of the business.As a Life Insurance Case Management Specialist you will focus on end to end support for conversion of life insurance applications and will require the person to deal with multiple responsibilities including but not limited to - supporting advisors to fast track application submissions, monitoring and analysis of pending cases, communicating with carriers and BGA, serving as a point of contact for any issues with client onboarding into JP Morgan platform etc. The person will also be responsible for managing cross functional collaborations, driving any strategic initiatives for the project, continuous improvement of the process by identifying efficiency levers like automation.Job Responsibilities:

• Lead case submission for Life Insurance applications for clients
• Assist with the collection of client data and completion of required forms for informal cases and formal applications/forms
• Monitor the status of pending cases; following up with back-office partners and carriers, as needed
• Submitting application packets through Operations and Central Supervision Review
• Produce and request product quotes and illustrations
• Serve as a point of escalation for remediation of outstanding items needed to support in-flight business
• Analyze and leverage business data to support the growth of the business and produce reporting
• Managing cross functional collaborations
• Leading any key strategic initiatives within the function
• Identifying and implementing any process efficiency levers like automation

Required qualifications, capabilities, and skills:

• MBA with 3-5 years of experience
• Fundamental knowledge & understanding of the US Life Insurance industry
• Proven expertise in working under SLA driven environment
• Strong written and verbal communication skills
• Must have Microsoft Outlook, PowerPoint and 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 high pressure environment
• High attention to details with an ability to being a dynamic member of the team
• Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues.

About Us:JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase