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🥝 PCG Insurance Operations Specialist
Stephens | Little Rock, United States | Posted June 19, 2026
Job Description
Essential Duties & Responsibilities
Assist financial consultants in completing life insurance, annuity, long-term care, and disability applications Verify and request financial consultant’s licenses status, affiliations, and appointmentsEnsure applications and documents are in good order for compliance and submissionDo OFAC checks on each client who applies for insuranceSubmit applications, follow up that they are issued and that commissions are paid correctly Work with carrier underwriters to establish underwriting class for pre-underwriting and life insurance quotesEnsure compliance with state and federal regulations governing annuities, life insurance, and long-term careProvide quotes and run life illustrationsAssist financial consultants with life insurance and annuity death claimsAssist with customer service requests as neededManage...