Life Service Specialist

Sfbli•Jackson, MS

47d•Onsite

About The Position

The Life Service Specialist provides support to our agents and policy owners to provide them with information concerning our traditional life, health, disability income, universal life, adjustable premium life, and long-term care policies. This position performs the appropriate transactions to accomplish service requests on these policies.

Requirements

Bachelor’s degree or Associate’s degree and two years’ Customer Service-related experience or five years’ customer experience (i.e. call center, banking, insurance, etc.)
Basic Microsoft Office knowledge preferred (Including basic word and basic windows)
Good typing skills (25 wpm)
Good organizational skills
Good communication skills, both oral and written
Good multi-tasking abilities

Nice To Haves

Basic insurance knowledge preferred
Prior customer service experience preferred

Responsibilities

Handles product related requests and provides support to our agents and policy owners and resolves product or service related issues.
Multi-tasks between answering calls and processing transactions.
Correspond with agents, policyowners, banks, etc. to supply general policy information such as policy values, paid-to date, beneficiary of record, benefits, basic 1099-INT and 1099-R information, etc.
Process transaction requests from policy owners and agents including: addresses, name/beneficiary/ownership, mode changes, dividend option changes, assignments, policy loans, policy surrenders, etc.
Determine appropriate forms or requirements needed to accomplish certain service requests on policies; verify forms are completed correctly; endorse forms when appropriate.
Quote general policy information and policy values (cash values, dividend values, loan values, etc.) and determine whether requests for policy distribution are properly authorized.
Research and apply payments received; contact the policy owner and agent when necessary.
Send copies of annual reports, tax forms, premium notices, and other requested information.
Perform basic research on policy transactions.
Perform appropriate accounting when necessary.
Enter journal entries in EAS.
Enter cash disbursements in Ingenium.
Recognize when to send Client Review Opportunities to our agents to generate potential sales for our policy owners.
Evaluate and identify opportunities and improvements that positively impact the customer’s experience.

Benefits

Health Insurance: Comprehensive coverage for employees and their families. Access to an onsite clinic, preventive care, and prescription drugs. Mental health coverage and an Employee Assistance Program.
Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle. Rewards for participating in fitness challenges and wellness activities.
Weight Management Programs: Customized weight management plans. Support for achieving and maintaining a healthy weight.
Employee Engagement: Opportunities to connect with colleagues. Fun teambuilding activities. Annual events for employees and their families Company Picnic, Thanksgiving lunch, Christmas Reception. Family Fun Night
Onsite Cafe: Convenient access to nutritious meals. Promoting healthy eating habits.
Learning & Development: Continuous learning opportunities. Tuition reimbursement for further education.
Mentorship Programs: Pairing employees with mentors. Professional growth and guidance.
Promotional Opportunities: Advancement within the company. Career growth prospects.
Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries. Retirement planning.
Volunteer Days: Paid time off for volunteering. Contributing to the community.