Life Insurance Service Rep

Synergistic Systems Inc

11h•$45 - $50•Remote

About The Position

Our client, a major Life Insurance carrier, is seeking a Service Representative with Life Insurance administration experience for a long term contract (2+ years). You can come onboard as our W2 employee or Independent Contractor. No subcontractors. Work can be performed remotely or on a hybrid basis (onsite as needed in Charlotte). In this role you will be responsible for day-to-day client service and administrative support for life insurance products. This will include ensuring that all transactions are processed according to the company and regulatory standards. These transactions include processing financial and non-financial post-issue transactions, to include maturities, surrenders, cash withdrawals, policy loans, fund transfers, 1035 exchanges, policy changes, beneficiary changes, etc.

Requirements

Three or more years of related work experience in the life insurance operations industry with experience in a customer service environment
Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
Call Center experience is a plus

Nice To Haves

Preferred bachelor’s degree in related field or equivalent experience
Analytical and problem solving skills
Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other life insurance administration system.

Responsibilities

Process financial and non-financial transactions on life insurance products within service level agreements and with a high degree of accuracy
Respond to client requests, providing counseling on rules, rights, options, and contract provisions
Respond to client requests submitted via secured email as well as other forms of written requests
Researching and/or resolving “Not In Good Order” transactions, while communicating directly with clients regarding action(s) that are needed to resolve
Perform other post-issue duties as required or assigned