Operations Business Services Associate
21 hours ago
Key Responsibilities:
- Process changes on existing insurance policies, including policy changes, conversions, reinstatements, and exchanges, and/or process trades, withdrawals, loans, electronic fund transfers, and registration changes on existing contracts.
- Process policy values, such as calculating the amount of cash values, premium refund due, loan balance or loan interest refund, death benefit requests, and policy changes.
- Communicate effectively with team members, internal customers, and management for the purpose of coordinating case work and resolving issues related to processing.
- Participate in quality review of work for processes that have been mastered.
- Participate and contribute to team meetings or special tasks and assignments impacting the Inforce Servicing team.
Requirements:
- 2-3 years of experience in a customer service-focused role, preferably in financial services.
- Effective critical thinking and problem-solving skills.
- Strong verbal and written communication skills.
- Commitment to driving an industry-leading customer service experience.
- Comfort navigating across multiple technology platforms.
- Ability to work effectively within a fast-paced team environment.
What We Offer:
- Prioritization of your health and well-being, including medical, dental, vision, and wellbeing reimbursement account that can be used on yourself or your eligible dependents.
- Generous paid time off options, including paid time off, holiday schedules, and financial planning time off.
- Paid parental leave as well as an adoption assistance program.
- Competitive 401k savings plan with company match and an additional contribution regardless of participation.
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