Individually accountable for all aspects of the post issue Operations of assigned customer plans, both corporate owned and corporate sponsored life insurance cases. Builds and maintains business relationships with producers, their support staff, third party administrators, benefit consultants, regional life consultants, and additional internal support areas within the organization.
Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Receives and responds to inquiries, administration requests, and issue resolution matters.
Coordinates, reviews, approves and processes all post issue financial and non financial requests. Transactions can be very large in dollar amounts, number of policies and complexities. These transactions include, but are not limited to, large premium payments, fund transfer/reallocation, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insured
Working hours: 7:00 AM - 8:00 PM
Must be proficient in Microsoft Excel, Microsoft Word, and Internet usage.
Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills
Undergraduate degree preferred.
Three years related experience.
Schedule: Initial training period is 5 weeks, 7:00 am - 2:00 pm. 30 hours guaranteed. After training period, it will be a flexible schedule and the shift could be any time between 8:00 am and 8:00 pm, Monday - Friday, and can change from week to week. 30 hours guaranteed. Maximum hours per week scheduled are 40. Number of hours scheduled per week will vary depending on call volumes. Typically will average 30-34 hours per week.
Please apply online or email resumes directly to email@example.com for immediate consideration.
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