Life Customer Service Processor

Michigan Farm Bureau Family of Companies•Lansing, MI

3d•Hybrid

About The Position

The Life Customer Service Processor works as an active member of the Life Customer Service Department, providing prompt, professional, high-quality service. The role processes client and agent requests and responds to ongoing telephone and email inquiries. The position processes transactions across all life products for agents, insureds, and third parties. Core functions include handling loan and withdrawal requests, mode changes, surrenders, transfers and rollovers, Electronic Funds Transfer (EFT) setup, policy changes, death claims, disability setup and settlement, and nonforfeiture option (NFO) requests. The processor also generates documents, mails checks, and calculates gain and cost basis to create and maintain tax records submitted to the Internal Revenue Service (IRS). This is a hybrid position working remotely from within the State of Michigan and onsite at the Farm Bureau Center in Lansing, Michigan.

Requirements

High school diploma or equivalent.
Experienced computer usage and proven Microsoft Office skills.
Willingness to pursue continuing job-related training and education.
Proven accurate keyboarding skills.
Complete Telephone Doctor Customer Service training within one year of hire if not already completed.
Complete LOMA FLMI Level I certification within two years of hire if not already certified.

Nice To Haves

Completed Telephone Doctor Customer Service training.
LOMA FLMI Level I certification.
Associate’s or bachelor’s degree focused on insurance, business administration, finance, or management.
Six months of insurance processing experience.
One year of professional office experience.
Experience or training in telephone and written communications.
Experience in customer service activities.
Bilingual skills.
Designations in FLMI, CLU, FALU, LLIF, and/or ChFC.

Responsibilities

Provide prompt, professional service to clients and agents.
Process client and agent requests and respond to telephone and email inquiries.
Process transactions on all life products for agents, insureds, and third parties.
Handle loan and withdrawal requests, mode changes, surrenders, transfers and rollovers, EFT setup, policy changes, death claims, disability setup and settlement, and NFO options according to customer requests.
Generate documents and mail checks.
Calculate gain and cost basis and create and maintain tax records for submission to the IRS.