Life Customer Service Processor

Michigan Farm Bureau Family of Companies; United States; Hybrid; USD 41,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K retirement plan

Hybrid work arrangement

Job summary

Michigan Farm Bureau Family of Companies is seeking a Life Customer Service team member to process life product transactions for agents, insureds and third parties, and respond to telephone and email inquiries. You will handle core Life department functions, generate documents, mail checks, and calculate tax records for IRS reporting.

The role supports a hybrid work arrangement, with on-site duties at the Farm Bureau Center in Lansing, Michigan, and remote work from the state of Michigan.

Qualifications

• 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.
• Certification in LOMA FLMI Level I preferred, or completion within two years of hire required.
• 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.
• Bilingual skills preferred.

Responsibilities

• Process life product transactions for agents, insureds and third parties.
• Respond to telephone and email inquiries promptly and professionally.
• Process Core functions of the Life Customer Service Department, including loan/withdrawal requests and policy changes.
• Generate documents and mail checks.
• Calculate gain/cost basis for tax records for IRS.

Skills

Customer service

Typing accuracy

Willingness to train

Bilingual (preferred)

Education

HS Diploma

LOMA FLMI I

BA/BS in Insurance or Finance

Tools

Microsoft Office

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).

Qualifications

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

• 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

Standard Hours

8:00am-4:30pm

Minimum Rate

45,242