Life Policy Service Specialist - Hybrid (Remote)

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

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.