Life Service Specialist
About The Position
Responsibilities: Processing life insurance policy changes. Determining the required documentation and paperwork needed. Requesting and verifying documentation to make requested updates and complete IRS transactions. Responding to communications received by email, phone, and fax. Calculating gain quotes and taxation. Requirements for Success: High School diploma or GED equivalent; with 1 year of customer service experience. Ability to learn our life product, policies, and provisions quickly. Knowledge or willingness to acquire knowledge of regulatory guidelines. Excellent listening, attention to detail, and verbal/written communication skills. Intermediate math or accounting skills. Proven success in meeting deadlines, and handling complex tasks such as calculating gain. Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned. Ability to maintain a high level of confidentiality. 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
Requirements
- High School diploma or GED equivalent; with 1 year of customer service experience.
- Ability to learn our life product, policies, and provisions quickly.
- Knowledge or willingness to acquire knowledge of regulatory guidelines.
- Excellent listening, attention to detail, and verbal/written communication skills.
- Intermediate math or accounting skills.
- Proven success in meeting deadlines, and handling complex tasks such as calculating gain.
- Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned.
- Ability to maintain a high level of confidentiality.
Responsibilities
- Processing life insurance policy changes.
- Determining the required documentation and paperwork needed.
- Requesting and verifying documentation to make requested updates and complete IRS transactions.
- Responding to communications received by email, phone, and fax.
- Calculating gain quotes and taxation.
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
501-1,000 employees
