Insurance Service Specialist
About The Position
Responsibilities: Managing and processing life insurance policy changes. Determining and requesting the necessary documentation or paperwork needed to support a policy change. Reviewing submitted documentation for accuracy and completion. Responding to income emails, phone calls, and faxes promptly. Calculating term conversion credits and agent's commissions. Requirements for Success: High School diploma or GED equivalent; with 1 year of customer service experience, financial services experience is preferred. Ability to learn our life products, policies, provisions, and regulatory guidelines quickly. Excellent verbal/written communication, attention to detail, and the ability to actively listen. Ability to manage complex tasks utilizing an intermediate math/accounting skillset. Proper time management and the ability to meet deadlines. Willingness to learn/retain utilization of computer systems essential for the job functions, including Microsoft Office, and internal processing systems. Ability to practice a high level of confidentiality, organization, and attention to detail. IFBI Perks: An organization that values work/life balance Paid Vacation/Sick Leave 401K w/ Match Potential for a yearly bonus with a possible payout of up to 20% of the salary Benefits eligibility within 30 days of employment Collaborate in a team environment Paid volunteer hours #HO #LI-SB1
Requirements
- High School diploma or GED equivalent; with 1 year of customer service experience, financial services experience is preferred.
- Ability to learn our life products, policies, provisions, and regulatory guidelines quickly.
- Excellent verbal/written communication, attention to detail, and the ability to actively listen.
- Ability to manage complex tasks utilizing an intermediate math/accounting skillset.
- Proper time management and the ability to meet deadlines.
- Willingness to learn/retain utilization of computer systems essential for the job functions, including Microsoft Office, and internal processing systems.
- Ability to practice a high level of confidentiality, organization, and attention to detail.
Nice To Haves
- financial services experience is preferred
Responsibilities
- Managing and processing life insurance policy changes.
- Determining and requesting the necessary documentation or paperwork needed to support a policy change.
- Reviewing submitted documentation for accuracy and completion.
- Responding to income emails, phone calls, and faxes promptly.
- Calculating term conversion credits and agent's commissions.
Benefits
- An organization that values work/life balance
- Paid Vacation/Sick Leave
- 401K w/ Match
- Potential for a yearly bonus with a possible payout of up to 20% of the salary
- Benefits eligibility within 30 days of employment
- Collaborate in a team environment
- Paid volunteer hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
