Life Service Specialist

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Mental health coverage

Tuition reimbursement

Life Insurance and Company-Funded P​e​

Volunteer Days

Onsite Cafe

Learning & Development

Mentorship Programs

Promotional Opportunities

Annual events for employees and their 

Job summary

Southern Farm Bureau Life Insurance seeks a Life Service Specialist to support agents and policy owners with policy information and transactions for traditional and universal life products. You will handle calls, perform policy changes, and ensure accurate processing of forms and payments, contributing to a high level of customer service.

The role involves coordinating with agents and banks, issuing policy details, and maintaining records while upholding compliance and quality standards.

Qualifications

• Bachelor’s degree or Associate’s degree; two years’ customer service experience or five years’ customer experience.
• Basic insurance knowledge preferred.
• Prior customer service experience preferred.
• Basic Microsoft Office knowledge (Word, Windows).
• Typing speed about 25 wpm.
• Strong organizational and communication skills.
• Ability to multi-task effectively.

Responsibilities

• Assist agents and policy owners with information on policies and service requests.
• Handle multiple calls and process transactions.
• Correspond with agents, policyowners, banks to provide policy details.
• Process policy changes (addresses, names, beneficiaries, ownership, dividends).
• Determine required forms and ensure accuracy; endorse forms when needed.
• Quote policy information and verify proper authorization for distributions.
• Research and apply payments; contact owners/agents when needed.
• Send annual reports and tax forms as requested.
• Perform basic research on policy transactions and record journal entries.

Skills

Insurance knowledge

Customer service

Typing 25 wpm

Communication skills

Organizational skills

Multi-tasking

Problem solving

Education

Bachelor’s or Associate’s degree

Tools

Microsoft Office

Job description

Job Opportunity: Life Service Specialist at Southern Farm Bureau Life Insurance

Job Opportunity: Life Service Specialist at Southern Farm Bureau Life Insurance

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Life Service Specialist, you’ll be an essential part of our Policy Service team, contributing to the success of our organization.

Position: Life Service Specialist

The Life Service Specialist provides support to our agents and policy owners to provide them with information concerning our traditional life, health, disability income, universal life, adjustable premium life, and long-term care policies. This position performs the appropriate transactions to accomplish service requests on these policies.

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 preferred (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.
• Enter cash disbursements in Ingenium.
• 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.

Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:

• Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.
• Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.
• Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.
• Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.
• Annual events for employees and their families:
  • Company Picnic, Thanksgiving lunch, Christmas Reception.
  • Family Fun Night
• Onsite Cafe:
  • Convenient access to nutritious meals.
  • Promoting healthy eating habits.
• Learning & Development:
  • Continuous learning opportunities.
  • Tuition reimbursement for further education.
• Mentorship Programs:
  • Pairing employees with mentors.
  • Professional growth and guidance.
• Promotional Opportunities:
  • Advancement within the company.
  • Career growth prospects.
• Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Retirement planning.
• Volunteer Days:
  • Paid time off for volunteering.
  • Contributing to the community.