Endorsement Processor
4 weeks ago
The Endorsement Processor is responsible for reviewing policy provisions, analyzing requested changes, and supplying appropriate verbiage. This role involves endorsing changes and consulting with clients on ways to accomplish ownership or beneficiary designation goals.
Key Responsibilities:
- Respond to and resolve customer service requests according to FBL Financial Group, Inc policies in a prompt, efficient, and courteous manner.
- Utilize administration systems to secure policy information and process name, ownership, beneficiary, address, and other similar changes.
- Update addresses for returned Life and Annuity mail.
- Prepare mail and print distribution within Life/Annuity Operations.
- Prepare correspondence to explain requirements and acknowledge endorsement changes.
- Review incoming bankruptcy documents to determine if a Farm Bureau policy owner is involved and make changes in the system if applicable.
- Perform other job-related duties or special projects as assigned.
Requirements:
- High school diploma or equivalent plus two years relevant experience required.
- Insurance or financial service experience preferred.
- Associate degree preferred.
- Must have good analytical and customer service skills.
- Must have or attain a basic knowledge of Microsoft Office Products and Life-Comm.
- Keyboard skills NWPM.
- Oral and written communication skills as appropriate to this position.
- Ability to read, write, and speak the English language.
- Reasonably regular and predictable attendance.
- Progress towards industry education is expected (Associate - Customer Service, ACS i.e. LOMA).
- Ability to work from our office in West Des Moines, Iowa.
What We Offer:
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
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