Life Service Specialist at Southern Farm Bureau Life Insurance Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Life Service Specialist, you'll be an essential part of our Policy Service team, contributing to the success of our : Life Service Specialist The Life Service Specialist provides support to our agents and policy owners to provide them with information concerning our traditional life, health, disability income, universal life, adjustable premium life, and long-term care policies. This position performs the appropriate transactions to accomplish service requests on these policies.
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.
Corresponds with agents, policyowners, 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.
Processes transaction requests from policy owners and agents including: addresses, name/beneficiary/ownership, mode changes, dividend option changes, assignments, policy loans, policy surrenders, etc.
Determines appropriate forms or requirements needed to accomplish certain service requests on policies; verifies forms are completed correctly; endorses forms when
general policy information and policy values (cash values, dividend values, loan values, etc.) and determines whether requests for policy distribution are properly authorized.
Researches and applies payments received; contacts the policy owner and agent when necessary.
Sends copies of annual reports, tax forms, premium notices, and other requested
basic research on policy transactions.
Performs appropriate accounting when necessary.
Enters journal entries in EAS.Enters cash disbursements in Ingenium.
Recognizes when to send Client Review Opportunities to our agents to generate potential sales for our policy owners.
Evaluates and identifies 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 NightOnsite Cafe:
- Convenient access to nutritious meals.
- Promoting healthy eating habits.
- Learning & Development:
- Continuous learning opportunities.
- Tuition reimbursement for further
- 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.
