Policyholder Services Associate I

Americo Financial Life and Annuity • Kansas City, MO

11d

About The Position

Americo is seeking a Policyholder Services Associate to join its Policyholder Services department. The department maintains files, processes change requests, and provides status updates for in-force policies in Americo's administrative systems in accordance with state and federal guidelines. The associate processes policy requests, prepares correspondence, creates financial transactions, researches problems, and meets service-level agreements.

Requirements

• Independent problem-solving abilities.
• Ability to complete less complex financial and non-financial requests.
• Ability to multitask while accomplishing work-related items.
• Detail-oriented, with strong attention to deadlines.
• Ability to prioritize work to ensure timely completion of all tasks.
• Computer proficiency.
• Excellent organizational skills.
• Typing speed of at least 40 words per minute.
• Ability to work in a team environment.

Responsibilities

• Process in-force policy requests.
• Prepare accurate written correspondence to policy owners and agents.
• Create disbursements and financial transactions in accordance with policy processing guidelines.
• Research problem situations to correct user or system errors in support of clients and other business units.
• Work on special projects as assigned.
• Meet all service level agreements on processing requests.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed