Life Customer Service Processor

Michigan Farm Bureau; Lansing (MI); Hybrid; USD 41,000 - 50,000; Full time

Benefits offered by this job

Full benefits package includingMedical

Job summary

Michigan Farm Bureau is seeking a Life Customer Service professional to join the team. The role involves handling inquiries from clients and agents, processing life product transactions, and managing core life department requests with accuracy.

The position is hybrid, with on-site work in Lansing, MI and remote work from a personal residence in the Greater Lansing Area. Full benefits are offered.

Qualifications

• High school diploma or equivalent required.
• Proven skills in Microsoft Office required.
• Keyboarding skills with accuracy required.
• Willingness to pursue training.
• Telephone Doctor training preferred or within one year.
• FLMI Level I preferred or within two years.

Responsibilities

• Provide quality customer service in person, by phone and email.
• Process client and agent requests promptly and professionally.
• Handle life product transactions for agents and insureds.
• Process core life department functions: changes, surrenders, transfers.
• Generate documents and mail checks; respond to IRS-related needs.

Skills

Microsoft Office

Keyboarding accuracy

Telephone/Written communication

Willingness to pursue training

Education

High school diploma or equivalent

Preferred: Associate/Bachelor in insurance or related

Job description

Remote - Work From Personal Residence (Greater Lansing Area), Michigan

Company

FB Life Insurance Co of MI

Job Description

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 customer’s 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).

Requirements

• 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

• Associate’s or bachelor’s 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

Work Type

Hybrid

Standard Hours

8:00am-4:30pm

Position Type

Full-time

45,242

Location(s)

Remote - Work From Personal Residence (Greater Lansing Area) , Michigan 48917

The Michigan Farm Bureau Family of Companies is an equal opportunity employer. The Company will not discriminate against applicants or employees on the basis of race, color, religion, national origin, age, sex, pregnancy (including childbirth or related medical condition), disability, genetic information, sexual orientation, gender identity, military status, citizenship, or any other class protected by applicable law. In accordance with Michigan's Persons with Disabilities Civil Rights Act, the companies listed above advise you as follows: If you believe that any of the above-listed companies has failed to accommodate you as a disabled individual, you may allege a violation against that company for failing to so accommodate you, but only if you have notified that company in writing of your need for accommodation within 182 days after the date on which you knew, or reasonably should have known, that an accommodation was needed by you to perform the job which you hold or seek.

EEO is the Law