Retirement Service Specialist

Role and Responsibilities

• Answers telephone inquiries regarding policies, procedures, and handle all service related issues.
• Determines appropriate forms, requirements, and computer transactions to accomplish service requests.
• Determines whether requests for policy distribution are properly authorized, requests checks.
• Corresponds with customers to provide excellent service to all customers.
• Serves as back-up for all positions in the department.
• Administers and maintains supplementary contracts, matured annuities, and inforce annuities.
• Processes supplementary contracts of all types; knowledgeable of company and IRS rules regarding these contracts.
• Has extensive knowledge of our annuity products and a good understanding of the entire phase of an annuity contract.

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.).
• In-depth knowledge of servicing of SFB products.
• Proficient knowledge of tax laws as they pertain to SFB products.
• Basic Windows knowledge.
• Proficient knowledge of all policy administration systems and sub-systems, and Ingenium.
• Strong organizational skills.
• Strong communication skills, both oral and written.

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.
• 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.