Life Insurance Service Rep

Synergistic Systems Inc; United States; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Remote or hybrid work

2+ year contract opportunity

Job summary

Synergistic Systems Inc is seeking a Service Representative with life insurance administration experience for a long-term contract (2+ years). Remote work is available, with onsite as needed in Charlotte. You will support day-to-day client service and admin tasks for life insurance products.

The role requires processing transactions to regulatory standards and providing guidance to clients on rules, rights, and contract provisions. Strong written communication and CRM proficiency are preferred.

Qualifications

• Minimum 3+ years in life insurance operations with a customer service focus.
• Strong written client communication and ability to convey information clearly.
• Experience with post-issue transactions and client requests in insurance.

Responsibilities

• Process financial and non-financial life insurance transactions accurately.
• Respond to client inquiries, explaining rules, rights, options, and contract provisions.
• Handle secure email and other written requests from clients.
• Research and resolve Not In Good Order transactions and communicate required actions.
• Perform other post-issue duties as assigned.

Skills

Customer service

Written communication

Analytical thinking

Call Center experience

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems (Siebel or similar)

Job description

Our client, a major Life Insurance carrier, is seeking a Service Representative with Life Insurance administration experience for a long term contract (2+ years). You can come onboard as our W2 employee or Independent Contractor. No subcontractors. Work can be performed remotely or on a hybrid basis (onsite as needed in Charlotte).

In this role you will be responsible for day-to-day client service and administrative support for life insurance products. This will include ensuring that all transactions are processed according to the company and regulatory standards. These transactions include processing financial and non-financial post-issue transactions, to include maturities, surrenders, cash withdrawals, policy loans, fund transfers, 1035 exchanges, policy changes, beneficiary changes, etc.

KEY RESPONSIBILITIES AND DUTIES:

• Process financial and non-financial transactions on life insurance products within service level agreements and with a high degree of accuracy
• Respond to client requests, providing counseling on rules, rights, options, and contract provisions
• Respond to client requests submitted via secured email as well as other forms of written requests
• Researching and/or resolving "Not In Good Order" transactions, while communicating directly with clients regarding action(s) that are needed to resolve
• Perform other post-issue duties as required or assigned

QUALIFICATIONS:

Minimum Qualifications

• Three or more years of related work experience in the life insurance operations industry with experience in a customer service environment
• Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
• Call Center experience is a plus

Preferred Qualifications:

• Preferred bachelor's degree in related field or equivalent experience
• Analytical and problem solving skills
• Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other life insurance administration system.

This is a remote position.