Retirement Service Specialist

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Onsite Clinic

Tuition reimbursement

Mentorship programs

Promotional opportunities

Life Insurance and Pension

Volunteer Days

Annual events

Job summary

Southern Farm Bureau Life Insurance in Jackson, MS, is seeking a Retirement Service Specialist to support policyholders and agents in retirement product servicing. You will handle service requests across life, annuity, and related products, ensuring proper forms and IRS considerations are met while delivering excellent service.

You will also assist with back-up coverage across the department and maintain knowledge of policy processes and product details to support customers effectively.

Qualifications

• Bachelor’s or associate degree plus 2 years’ customer service experience or 5 years’ customer experience.
• In-depth knowledge of servicing SFB products.
• Proficient knowledge of tax laws as they pertain to SFB products.
• Basic Windows knowledge.
• Proficient knowledge of policy administration systems and sub-systems, Ingenium.
• Strong organizational and communication skills.

Responsibilities

• Answer inquiries from agents and policy owners regarding policies and procedures.
• Determine forms and transactions to complete service requests.
• Verify proper authorization for policy distributions and issue checks.
• Correspond with customers to provide excellent service.
• Serve as back-up for all department positions.
• Administer supplementary contracts and annuities, and ensure IRS compliance.
• Maintain knowledge of annuity products and contract processes.

Skills

Customer service experience

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree or Associate’s degree

Tools

Ingenium

Windows

Job description

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

Job Opportunity: Retirement 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 the Retirement Service Specialist, you’ll be an essential part of our Retirement Services team, contributing to the success of our organization.

Location:

Jackson, MS

Role and Responsibilities

The Retirement Service Specialist answers questions from agents and policy owners concerning traditional life, health, disability income, universal life, adjustable premium life, annuities, and long-term care. Performs the appropriate transactions to accomplish service requests on these policies. The Retirement Service Specialist has an area(s) of expertise, but also cross-trains in all aspects to master service of all products.

Your Responsibilities Will Include

• Answer telephone inquiries regarding policies, procedures, and handle all service related issues.
• Determine appropriate forms, requirements, and computer transactions to accomplish service requests.
• Determine whether requests for policy distribution are properly authorized, request checks.
• Correspond with customers to provide excellent service to all customers.
• Serve as back-up for all positions in the department.
• Administer and maintain supplementary contracts, matured annuities, and inforce annuities.
• Process supplementary contracts of all types; knowledgeable of company and IRS rules regarding these contracts.
• Have extensive knowledge of our annuity products and a good understanding of the entire phase of an annuity contract.

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.)
• In-depth knowledge of servicing of SFB products
• Proficient knowledge of tax laws as they pertain to SFB products
• Basic Windows knowledge
• Proficient knowledge of all policy administration systems and sub-systems, and Ingenium
• Strong organizational skills
• Strong communication skills, both oral and written
• Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

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.