Policyholder Services Associate I

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Americo Financial Life and Annuity is seeking a Policyholder Services Associate to support policyowners and agents by processing in-force policy requests and handling correspondence. The role requires careful attention to guidelines and timely updates in Americo's administrative systems.

You will research issues, create disbursements, and participate in special projects while meeting service levels; strong typing, organization, and teamwork are essential in a fast-paced environment in Kansas

Qualifications

• Independent problem-solving abilities.
• Ability to complete less complex financial and non-financial requests.
• Ability to multi-task while accomplishing work-related items.
• Detail-oriented with a strong attention to deadlines.
• Ability to prioritize work to ensure timely completion of all tasks.
• Computer proficiency.
• Excellent organizational skills.
• Typing speed of at least 40 wpm.
• Ability to work in a team environment.

Responsibilities

• Process in-force policy requests
• Prepare accurate written correspondence to policy owners and agents
• Create disbursements and financial transactions in accordance with policy processing guidelines
• Research problem situations to correct user or system errors in support of clients and other business units
• Work on special projects as assigned
• Meet all service level agreements on processing requests

Skills

Independent problem-solving

Financial data handling

Multi-tasking

Detail-oriented

Prioritize workload

Computer proficiency

Organizational skills

Typing speed 40 wpm

Teamwork

Job description

We are currently looking for a Policyholder Services Associate to join our team! Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.

We are currently looking for a Policyholder Services Associate to join our team! Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.

Key Responsibilities

• Process in-force policy requests
• Prepare accurate written correspondence to policy owners and agents
• Create disbursements and financial transactions in accordance with policy processing guidelines
• Research problem situations to correct user or system errors in support of clients and other business units
• Work on special projects as assigned
• Meet all service level agreements on processing requests

Knowledge, Skills, And Abilities

• Independent problem-solving abilities
• Ability to complete less complex financial and non-financial requests
• Ability to multi-task while accomplishing work-related items
• Detail-oriented with a strong attention to deadlines
• Ability to prioritize work to ensure timely completion of all tasks
• Computer proficiency
• Excellent organizational skills
• Typing speed of at least 40 wpm
• Ability to work in a team environment