Retirement Services Specialist: Policy & Annuity Expert

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

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.