Life Service Specialist

Qualifications

• 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 insurance knowledge preferred
• Prior customer service experience preferred
• 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

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, policy owners, 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.

Employee 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.
• Lunch and Learn Sessions: Regular training sessions to enhance professional development.
• Tuition Reimbursement for Further Education: Financial assistance for pursuing higher 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.