Policy Service Rep - Life and Annuity Analyst - US

DXC Technology • Nashville, TN

122d

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 accurately and within client guidelines. The role requires reporting any potential fraudulent, money laundering, or unethical requests, and performing other related duties as assigned. An elite customer service experience must be provided via letters or phone calls, and the individual will research customer inquiries and respond to appropriate parties in a timely manner. The position also includes processing and distributing incoming and outgoing mail for multiple clients, performing data entry, and verifying information accuracy. The individual will interface with team personnel, management, and customers regarding service issues, review client reports for data integrity, and recommend modifications to procedures and workflow as necessary. Monitoring daily transactions to ensure compliance with service level agreements is also a key responsibility.

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.
• Handle and execute policies accurately and in a timely manner.
• Ensure transactions are processed accurately and within client guidelines.
• 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 service issues.
• Review client reports weekly to ensure data integrity.
• Prepare and submit reports to management.
• Recommend modifications to procedures and workflow for efficient processing.
• Monitor daily transactions for compliance with service level agreements.

What This Job Offers

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