Client Service Specialist

5 months ago

Jackson, United States Southern Farm Bureau Life Full time
Job Opportunity: Client Service Specialist at Southern Farm Bureau Life Insurance

Company Overview: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 Client Service Specialist, you'll be an essential part of our Policy Administration team, contributing to the success of our organization.

Location:Jackson, MS

Role and Responsibilities:The Client Service Specialist develops the skills necessary to answer questions from agents and policyowners concerning Traditional Life, Health, Disability Income, Universal Life, and Long-Term Care policies and performs the appropriate transactions to accomplish service requests on these policies. The Client Service Specialist has an area(s) of expertise, but also cross-trains in all aspects to master service of all products. Your responsibilities will include:

  • Answer inquiries regarding policies, procedures, and forms regarding conversions, reissues, increases, decreases, premium classification changes, death benefit option changes, reinstatements, changes within the free look period, UL reissues, LTC changes, and other policy information (values, history, dates, contract language).
  • Voice Record calls and thoroughly document all correspondence and action taken.
  • Know and enforce all company and state rules and regulations that pertain to processing and finalizing of all requests (replacement, NAIC, taxes).
  • Determine appropriate forms, requirements, and computer transactions to issue conversions and accomplish change requests on policies; send forms and instructions to authorized persons; verify forms are completed correctly; endorse forms when appropriate, create letters, send e-delivery contracts to agent.
  • Correspond with agents, policy owners, underwriters, banks, and interdepartmental personnel to obtain information needed to complete processing of applications.
  • Quote policy values, process loans, dividends, partial withdrawals, and other changes when processing policy changes or conversions.
  • Research files for problem cases, history of policy transactions, correct files issued in error.
  • Determine appropriate underwriting needed for transactions and refer to underwriting for
  • evaluation (includes increases in coverage or additions of benefit/rider, changes to coverage, Premium Class Changes, rate reductions, reinstatements, and conversions with changes).
  • Determine and process necessary accounting transactions (refund, add, reverse, and transfer money, etc.)
  • Perform data checking for contracts and illustrations. Check contract for appropriate documents for mailing.
  • The ability to function effectively in the workplace as exhibited through one's integrity, courage to
    act and communication skills
  • The ability to work with others effectively as exhibited through one's respect for people and
    commitment to teamwork
  • The ability to meet organizational goals and customer expectations as exhibited through one's
    accountability for results, commitment to service and initiative
  • The ability to perform the essential functions of the job as exhibited through one's growth in job
    knowledge and professional developmen
Qualifications:
  • Bachelor's degree or Associate's degree and two years' Customer Service related experience or five years' customer service experience (i.e. call center, banking, insurance, etc.)
  • Basic knowledge of the servicing of SFB products and rules preferred
  • Basic knowledge of tax and replacement laws as they pertain to SFB products/states preferred
  • Basic Knowledge of Policy Administration systems and sub-systems, basic knowledge of other departments' responsibilities, functions and procedures preferred
  • Good communication skills, both oral and written
  • Good organizational skills
  • Basic knowledge of Microsoft Windows
  • Good typing skills (25 wpm)
Employee Benefits:We value our employees' well-being and offer a comprehensive benefits package:

  1. 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.

  • Senior Client Success Specialist

    2 weeks ago

    Jackson, Mississippi, United States S&A Group Full time

    Unlock Your Potential with S&A GroupWe are seeking a highly skilled and dedicated Senior Client Success Specialist to join our dynamic team. As an Account Services Specialist, you will play a pivotal role in providing exceptional support to both prospective and existing clients.Your responsibilities will include guiding potential clients through our...

  • Client Relationship Specialist

    2 weeks ago

    Jackson, Wyoming, United States Austin Obryhim - State Farm Agent Full time

    About the RoleAs a Client Relationship Specialist for Austin Obryhim - State Farm Agent, you will play a vital part in our daily business operations and customer success. Your primary focus will be on cultivating meaningful relationships with clients and serving as a liaison between their needs and our agency departments.Key ResponsibilitiesDevelop and...

  • Registered Nurse

    2 weeks ago

    Jackson, Mississippi, United States HealthEcareers - Client Full time

    Job Opportunity: Registered Nurse - Telemetry SpecialistHealthEcareers - Client is seeking a skilled Registered Nurse - Telemetry Specialist to join their team in Jackson, Mississippi.About the JobThis 13-week contract offers a unique opportunity for a dedicated professional to provide top-notch care to patients while working closely with an experienced team...

  • Interventional Radiology Nurse Specialist

    2 weeks ago

    Jackson, Mississippi, United States HealthEcareers - Client Full time

    Job Title: Interventional Radiology Nurse SpecialistWe are seeking a highly skilled Interventional Radiology Nurse Specialist to join our team at HealthEcareers - Client in Jackson, Tennessee. This is a 13-week travel nursing assignment with competitive compensation and stipends.Company OverviewBluebird Staffing is a leading provider of healthcare staffing...

  • Client Service Coordinator

    1 day ago

    Jackson, United States Banfield Pet Hospital Full time

    Summary of Job Purpose and FunctionThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Coordinator

    1 day ago

    Jackson, United States Banfield Pet Hospital Full time

    Summary of Job Purpose and FunctionThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Relationship Specialist

    2 weeks ago

    Jackson, Michigan, United States Old National Bank Full time

    Job Description:We are seeking a skilled Client Relationship Specialist to join our team at Old National Bank. As a seasoned banking professional, you will be responsible for developing and cultivating long-term relationships with clients, providing expert advice on deposit and lending solutions, and driving business growth.About the Role:The ideal candidate...

  • Technical Field Specialist

    2 weeks ago

    Jackson, Mississippi, United States Restaurant Service Solutions Full time

    Job OverviewWe are seeking a skilled Technical Field Specialist to join our team at Restaurant Service Solutions. This full-time, W2 position offers a competitive salary and excellent benefits.Estimated Salary:$60,000 - $80,000 per year (dependent on experience and qualifications)About the RoleThe Technical Field Specialist will be responsible for resolving...

  • Customer Service Specialist

    4 weeks ago

    Jackson, United States Equal Staffing LLC Full time

    Job Description This is a remote position. We are seeking a dedicated and compassionate Customer Service Specialist to join our team, focusing on assisting nonprofit organizations with payment processing via inbound calls. This role is critical in ensuring a seamless payment experience for our clients, fostering positive relationships with nonprofit...

  • Mississippi Obstetrician Wanted for Locum Tenens Position

    2 weeks ago

    Jackson, Mississippi, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking an experienced obstetrician to fill a locum tenens position in Mississippi. As a specialist in women's health, the ideal candidate will have expertise in delivering babies and performing emergency gynecological procedures.The successful applicant must be licensed to practice medicine in their state and hold either a Doctor...

  • Quality Assurance Specialist

    2 weeks ago

    Jackson, Mississippi, United States MV Transportation Full time

    MV Transportation is a leading provider of passenger transportation services, and we are seeking a highly skilled Quality Assurance Specialist to join our team.About the RoleAs a Quality Assurance Specialist, you will be responsible for ensuring that all customer complaints are investigated and resolved in a timely manner. This will involve working closely...

  • Service Specialists | Data Processing Specialist | jackson, ms

    4 weeks ago

    jackson, United States Service Specialists Full time

    Daily Interaction:Interact with coworkers and clients to answer data processing related questions and to resolve any related issues that may ariseCheck files for conformity to supplied layouts, and mail piece for conformity to USPS regulationsUse presort software to process mailing lists. This includes: importing data, CASS certification, duplicate removal,...

  • Client Success Specialist

    2 days ago

    Jackson, Mississippi, United States Dyal Agency Full time

    About The Dyal AgencyWe're a supportive community of professionals dedicated to helping clients secure their futures. Our team is committed to creating a collaborative environment where everyone can find success and growth.

  • Employee Benefits Client Associate Specialist

    3 weeks ago

    Jackson, Mississippi, United States Ross & Yerger Insurance, Inc. Full time

    We are seeking a highly motivated and detail-oriented Employee Benefits Client Associate to join our team at Ross & Yerger Insurance, Inc. in Jackson, MS. This is a unique opportunity to develop your skills in employee benefits and become an expert in client relations.About the RoleThe Employee Benefits Client Associate will be responsible for supporting the...

  • Customer Service Specialist

    2 weeks ago

    Jackson, Tennessee, United States Rack Room Shoes Full time

    About Us:Rack Room Shoes is a well-established retailer with a strong presence in the footwear market. Our mission is to provide our customers with an exceptional shopping experience by offering a wide range of products from top brands.Job Description:We are seeking a highly skilled Customer Service Specialist to join our team. As a key member of our sales...

  • Delivery Route Specialist

    2 weeks ago

    Jackson, United States United Parcel Service Full time

    Deliver Packages with Pride We're seeking Seasonal Support Drivers to join our team, where you'll play a vital role in connecting customers with their communities. As a Delivery Route Specialist, you'll have the opportunity to work independently while being part of a dynamic team.About Us At United Parcel Service (UPS), we're more than just a delivery...

  • Delivery Route Specialist

    2 weeks ago

    Jackson, Wyoming, United States United Parcel Service Full time

    Deliver Packages with PrideWe're seeking Seasonal Support Drivers to join our team, where you'll play a vital role in connecting customers with their communities. As a Delivery Route Specialist, you'll have the opportunity to work independently while being part of a dynamic team.About UsAt United Parcel Service (UPS), we're more than just a delivery company...

  • Customer Service Coordinator

    2 days ago

    Jackson, Alabama, United States H&R Block Full time

    H&R Block is a leading tax preparation company that provides exceptional customer service. As an Administrative Support Specialist, you'll be responsible for:Key ResponsibilitiesAnswering phones and greeting clients in a personalized manner;Matching clients with the best-suited tax professional for their needs;Scheduling clients according to their...

  • Vehicles Service Specialist

    2 weeks ago

    Jackson, Mississippi, United States Valvoline Instant Oil Change Full time

    We are seeking a skilled Vehicles Service Specialist to join our team at Valvoline Instant Oil Change. This is an exciting opportunity for individuals who are passionate about delivering top-notch customer service and maintaining vehicles in excellent condition.About the JobAs a Vehicles Service Specialist, you will be responsible for performing various...

  • Culinary Specialist

    3 weeks ago

    Jackson, Mississippi, United States InTime Staffing Full time

    Culinary Specialist Job DescriptionWe are seeking a skilled Culinary Specialist to join our team at InTime Staffing. As a Culinary Specialist, you will be responsible for setting up workstations with all needed ingredients and cooking equipment, preparing ingredients for cooking, and cooking food with various utensils or grillers.Key Responsibilities:Setup...