Penn Mutual · 8 hours ago

Multilife Inforce Policy Administration Specialist (Financial)

United States

Full-time

Remote

Mid Level

$60K/yr - $68K/yr

3+ years exp

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Responsibilities

Process Complex Service Requests: Efficiently handle and process complex service requests within established service level agreements, ensuring timely and accurate responses.

Utilize Workflow and Processing Systems: Leverage workflow, imaging, and processing systems to manage intricate non-financial transaction requests, streamlining operational efficiency.

Ensure Compliance and Accuracy: Apply expertise in established procedures and regulatory rules to assess whether requests are in good order, ensuring compliance and minimizing errors.

Communicate with Stakeholders: Proactively contact Financial Professionals or clients for additional documentation or information when necessary to complete requests effectively.

Problem-Solve and Escalate Issues: Use knowledge of complex transactions to troubleshoot unusual situations, addressing challenges promptly and escalating concerns to appropriate channels when needed.

Maintain Quality Standards: Process complex transactions with meticulous attention to detail, documenting records accurately and consistently to uphold high-quality standards.

Coordinate with Illustration Specialist: Collaborate and coordinate with the Illustration Specialist for Inforce illustration inquiries, ensuring accurate and timely responses to client needs.

Manage Inbound Client Calls: Handle inbound calls from Financial Professionals and clients, addressing critical servicing needs and providing clear, effective communication.

Assist Other Inforce Teams: Provide support to other Inforce teams in meeting their goals during downtime, promoting teamwork and operational efficiency.

Drive Process Improvement: Recommend and facilitate process enhancements that continuously improve the overall customer experience, fostering efficiency and satisfaction.

Collaborate with Leadership: Work closely with the leadership team to develop and refine business processes and service standards that align with organizational goals.

Qualification

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Multi-Life experienceMS ExcelCross-functional collaborationContinuous improvementResilience under pressurePositivity