Life Customer Service Processor

Michigan Farm Bureau; Lansing (MI); Hybrid; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401K

Job summary

Michigan Farm Bureau is seeking a Life Customer Service Processor to join the Life Customer Service Department. The role focuses on prompt, professional service, processing client and agent requests, and handling inquiries via phone and email.

The position involves processing life product transactions, core department duties, including EFT setup, policy changes, surrender processing, and tax record preparation for IRS, along with documenting and mailing checks.

Qualifications

• High school diploma or equivalent required.
• Associates or bachelor's degree in insurance, business, finance or management preferred.
• LOMA FLMI Level I certification preferred, or completion within two years of hire.
• Six months experience in insurance processing preferred.
• One year office experience preferred.
• Bilingual skills preferred.
• Designations FLMI, CLU, FALU, LLIF and/or ChFC preferred.

Responsibilities

• Process client and agent requests.
• Respond to telephone and email inquiries promptly and professionally.
• Process transactions on life products including loans, withdrawals, mode changes, surrenders, transfers/rollovers, EFT setup, policy changes.
• Generate documents and mail checks.
• Calculate gain/cost basis for creating and maintaining tax records for IRS.

Skills

Microsoft Office

Typing

Customer service

Communication

Education

High school diploma or equivalent

Associates or Bachelor's degree in insurance, business, finance or management

LOMA FLMI Level I certification

Job description

Life Customer Service Processor

To work as an active member of the Life Customer Service Department. To provide quality service in a prompt and professional service manner. To process client and agent requests. To respond to ongoing telephone and e-mail inquiries.

Process transactions on all life products from agents, insureds and third parties effectively and efficiently.

Process Core functions of the Life Customer Service Department, including loan and withdrawal requests, mode changes, surrenders, transfer/rollover, Electronic Funds Transfer (EFT) setup, policy changes, death claim and disability setup and settlement, and NFO options per customers requests. Generate documents and mail checks.

Calculate gain/cost basis for creating and maintaining tax records to be sent to the Internal Revenue Service (IRS).

Required

• High school diploma or equivalent required.
• Experienced computer usage and proven skills in Microsoft Office required.
• Willingness to pursue continuing job related training and education required.
• Proven keyboarding skills with accuracy required.
• Completed Telephone Doctor Customer Service training preferred, or completion within one year of hire required.
• Certification in LOMA FLMI Level I preferred, or completion within two years of hire required.

Preferred

• Associates or bachelors degree with focus on insurance, business administration, finance or management preferred.
• Six months experience in insurance processing preferred.
• One year professional office experience preferred.
• Experience or training in telephone and written communications preferred.
• Experience in customer service activities preferred.
• Bilingual skills preferred.
• Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred.

Note

This is a Hybrid position working both Remotely from the State of Michigan, and On-site at the Farm Bureau Center located in Lansing, Michigan.

Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

PM19

Equal employment opportunity, including veterans and individuals with disabilities.

PI288270989