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Structured Settlement Administrator / Case Manager
| Company | UBS |
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| Location | New York, NY, USA |
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| Salary | $70000 – $80000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- A minimum of 5 years recent work experience as Structured Settlement Administrator / Case Manager
- Candidate must be proficient with Microsoft Suite Applications, including Outlook, Word and Excel
- Proficient in Quote in the Box (QIB) and other quoting software a must
- Life Insurance Licensed required
- Excellent Organizational Skills
- Able to Multi-task and be proactive
- Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures
- Positive demeanor in high stress environment
Responsibilities
- Generating, reviewing and confirming the accuracy of structured settlement client proposals
- Reviewing and coordinating all settlement documents, including, QARs, QARPs, SARs, Trusts and Court Orders
- Coordinating interrelated activities amongst clients, attorneys, life companies, and financial consultants
- Maintaining databases regarding open cases, funding deadlines, final contracts and providing daily status updates to the team
- Assisting in other operational capacities as needed
Preferred Qualifications
- Bachelor’s Degree preferred but not mandatory
