Life Policy Service Specialist

Southern-Farm-Bureau-Life-Insurance-Company; Lakeover (MS); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Onsite clinic

Tuition reimbursement

Paid time off

Employee engagement

Job summary

Southern Farm Bureau Life Insurance is seeking a Life Service Specialist to support agents and policy owners with information on traditional and universal life policies, health, and long-term care products. The role includes processing service requests and researching policy details.

Qualifications emphasize customer service experience, basic insurance knowledge, and strong communication. A college degree or related experience is preferred, with opportunities for engagement and career growth

Qualifications

• Bachelor’s degree or Associate’s degree and two years’ Customer Service related experience or five years’ customer experience (i.e. call center, banking, insurance, etc.)
• Basic insurance knowledge preferred
• Prior customer service experience preferred
• Basic Microsoft Office knowledge (Including basic word and basic windows)
• Good typing skills (25 wpm)
• Good organizational skills
• Good communication skills, both oral and written
• Good multi-tasking abilities

Responsibilities

• Handles product related requests and provides support to our agents and policy owners and resolves product or service related issues.
• Multi-tasks between answering calls and processing transactions.
• Correspond with agents, policyowners, banks, etc. to supply general policy information such as policy values, paid-to date, beneficiary of record, benefits, basic 1099-INT and 1099-R information, etc.
• Process transaction requests from policy owners and agents including: addresses, name/beneficiary/ownership, mode changes, dividend option changes, assignments, policy loans, policy surrenders, etc.
• Determine appropriate forms or requirements needed to accomplish certain service requests on policies; verify forms are completed correctly; endorse forms when appropriate.
• Quote general policy information and policy values (cash values, dividend values, loan values, etc.) and determine whether requests for policy distribution are properly authorized.
• Research and apply payments received; contact the policy owner and agent when necessary.
• Send copies of annual reports, tax forms, premium notices, and other requested information.
• Perform basic research on policy transactions.
• Perform appropriate accounting when necessary.
• Enter journal entries in EAS.
• Recognize when to send Client Review Opportunities to our agents to generate potential sales for our policy owners.
• Evaluate and identify opportunities and improvements that positively impact the customer’s experience.

Skills

Customer service

Multi-tasking

Communication

Typing 25 wpm

Organizational skills

Written communication

Education

Bachelor’s degree

Associate’s degree

Two years’ customer service experience

Five years’ customer experience

Tools

Microsoft Office

Job description

Southern Farm Bureau Life Insurance is seeking a Life Service Specialist to support agents and policy owners with information on traditional and universal life policies, health, and long-term care products. The role includes processing service requests and researching policy details.

Qualifications emphasize customer service experience, basic insurance knowledge, and strong communication. A college degree or related experience is preferred, with opportunities for engagement and career growth