Retirement Services Specialist - Life & Annuities

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 Café

Employee Engagement

Annual events for employees and their

Tuition reimbursement

Job summary

Southern Farm Bureau Life Insurance in Jackson, MS seeks a Retirement Service Specialist to support agents and policy owners across traditional life, annuities, and related products.

You will answer inquiries, process service requests, verify proper authorizations, and maintain contracts and inforce annuities. This role requires strong communication and organizational skills, with familiarity with policy administration systems including Ingenium.

Qualifications

• Bachelor's degree or associate degree with 2+ years of customer service experience.
• In-depth knowledge of servicing SFB products.
• Proficient knowledge of tax laws as they pertain to SFB products.
• Strong communication and organizational skills.

Responsibilities

• Answer telephone inquiries regarding policies and 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.

Skills

Customer Service

Tax laws knowledge

Policy administration systems

Strong communication

Teamwork

Integrity and accountability

Education

Bachelor's or Associate degree

Two years customer service experience

Tools

Ingenium

Job description

Southern Farm Bureau Life Insurance in Jackson, MS seeks a Retirement Service Specialist to support agents and policy owners across traditional life, annuities, and related products.

You will answer inquiries, process service requests, verify proper authorizations, and maintain contracts and inforce annuities. This role requires strong communication and organizational skills, with familiarity with policy administration systems including Ingenium.