Financial Services Representative

4 days ago


Madison, Wisconsin, United States Securian Financial Group Full time

**Company Overview:**

Securian Financial Group is a leading provider of life insurance, investment products, and other financial services.

**Job Summary:**

We are seeking a highly skilled Financial Services Representative to join our Madison, WI branch office location. As a Fortune 500 company, we offer a unique opportunity to work with a variety of clients, including local and state government employers, annuitants, and directly billed insured.

Responsibilities:

  • Handle customer service-related inquiries (calls, emails, and other correspondence) for the Madison Branch Office (MBO).
  • Communicate with employers, employees, Wisconsin Department of Employee Trust Funds staff, and Home Office associates to resolve inquiries and solve problems regarding insurance plan provisions and administrative procedures.
  • Audit and process retirement certifications of coverage.
  • Reconcile monthly premiums for local and state government employers, annuitants, and directly billed insured.
  • Verify eligibility for conversions to individual policies.

Requirements:

  • 2+ years' experience in office administration and customer service.
  • Experience working with accounting, payment reconciliation, or related fields.

Preferred Qualifications:

  • Experience with Wisconsin Statutes and Wisconsin Administrative Code Rules applicable to the Wisconsin Public Employers Group Life Insurance Program.
  • Experience in the insurance industry.
  • Experience using the CARE claims system.

What We Offer:

  • Estimated base pay range: $18.27 - $31.73.
  • Paid time off: We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement, and military leave.
  • Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company.
  • Health insurance: From the first day of employment, associates and their eligible family members are eligible for medical, dental, and vision coverage.
  • Volunteer time: We know the importance of community.
  • Associate Resource Groups: Build connections, be yourself, and develop meaningful relationships at work through associate-led ARGs.


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