Pan-American Life Insurance Group Benefits Overview

Supports life insurance sales growth by assisting agents, brokers, and field sales teams. Responsibilities include preparing sales illustrations, answering product and software questions, tracking sales activity, conducting training, following up on pending applications, supporting marketing campaigns, and providing technical support for sales tools. The role requires strong relationship-building, communication, follow-up, problem-solving, and bilingual English-Spanish skills.

Processes individual life insurance applications, researches policies and customer information, reviews transactions, establishes payment arrangements, coordinates underwriting requirements, and maintains accurate records. The role supports agents, customers, and internal teams through phone and email, resolves service issues, identifies compliance concerns, reconciles transactions, and meets productivity and service standards.

Oversee life and health insurance agency operations, including case management, policyholder and producer support, licensing and contracting, premium processing, collections, training, workflow improvements, and producer events. Lead underwriting follow-up, develop operational guides and tools, manage licensing workflows, coordinate events, and mentor team members while providing bilingual English-Spanish support.