Senior Policy Service Associate

Job Description:

• Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge
• Review and process court documents according to state requirements in consultation with Legal
• Handle complex processing issues and provide processing support
• Assist with training Policy Service staff
• Process policy surrenders, cancellations, 1035 exchanges, and qualified rollovers
• Review policy status and provisions and document transactions, contacting policyowners for clarification as necessary
• Verify cost basis and complete gain calculations as needed
• Process beneficiary changes and policy assignments according to state and company guidelines
• Process Death Master Registry entries and death notifications from Claims
• Process, update, and monitor Authorization to Release Information reports
• Review and process requests for duplicate policies
• Provide internal and external customer service, including mailing forms, interpreting requests, responding to website inquiries, and completing processing
• Complete service requests assigned from Billing and Call Center teams
• Process insurance verifications from outside sources
• Assist Department Management with procedures, internal audits, and staff questions
• Review and analyze daily and monthly policy and account reports for timeliness and accuracy
• Provide and update policy information for bankruptcies, tax levies, and subpoenas as directed by Legal
• Process lost and uncashed check forms and complete direct deposits of funds
• Perform other duties assigned by management

Requirements:

• 4–6 years of experience in Customer Care/Support required
• 1–2 years of experience in a life insurance or accounting environment required
• Intermediate knowledge of Microsoft Word and Excel required
• Demonstrated leadership ability required
• Excellent written and verbal communication skills
• Excellent data entry skills
• Ability to perform work accurately and thoroughly
• Ability to adapt to change and work under pressure
• Ability to meet internal and external customer needs
• Ability to pay close attention to detail
• Ability to prioritize and organize a heavy workload
• Ability to multitask
• Demonstrated ability to take on increasing levels of responsibility required
• Must be dependable
• Associate Degree in Business required; degree in a related field acceptable
• Knowledge of department policies, product lines, and administrative practices preferred
• Industry recognized certifications preferred
• Fluency in Spanish is a plus
• Must obtain a Career Advancement Application from Human Resources or the ADP Portal to apply

Benefits:

• Telecommuting flexibility
• Competitive salary and benefits
• Relocation assistance is not available
• Visa sponsorship is not available