Policy Service Rep - Life and Annuity Analyst - US

DXC Technology

123d

About The Position

The position involves processing transactions by corresponding with agents, beneficiaries, and other departments regarding policies. The individual will be responsible for the accurate handling and timely execution of any policy worked, ensuring transactions are processed on our administrative systems accurately and within client guidelines. The role requires reporting any potential fraudulent, money laundering, or unethical requests that have been reviewed. Additional duties include providing elite customer service via letters or phone calls, researching customer inquiries, processing and distributing incoming and outgoing mail, performing data entry, and interfacing with team personnel and management regarding customer service issues. The individual will also review client reports weekly to ensure data integrity and recommend modifications to procedures and workflow as necessary.

Requirements

• High School Diploma completed.
• 2+ years of relevant Life and Annuity insurance policy experience.
• Business and analytical critical thinking skills.
• Great communication skills and exceptional typing and documenting skills.
• Ability to work independently.
• Ability to follow oral and written directions.
• Microsoft Office and MS Teams work experience.
• Inbound/outbound customer service experience.
• Ability to multitask between client applications and DXC systems.

Responsibilities

• Process transactions by corresponding with agents, beneficiaries, and other departments regarding policies.
• Ensure accurate handling and timely execution of any policy worked.
• Report any potential fraudulent, money laundering, or unethical requests.
• Provide elite customer service via letters or phone calls.
• Research customer inquiries and respond to appropriate parties in a timely manner.
• Process and distribute incoming and outgoing mail for multiple clients.
• Perform data entry and match documents to appropriate accounts.
• Interface with team personnel, management, and customers regarding customer service issues.
• Review client reports weekly to ensure data integrity.
• Prepare and submit reports to management.
• Review and recommend modifications to procedures and workflow.
• Monitor daily transactions to ensure compliance with service level agreements.

Benefits

• Flexible work schedule with a preference for Monday – Friday 7:30am to 4pm EST.
• Hybrid work model with 2 days onsite at a DXC office.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees