Penn Mutual · 5 hours ago

Variable Universal Life Insurance Operations Specialist

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $71K/yr

5+ years exp

Maximize your interview chances

Financial ServicesInsurance

Insider Connection @Penn Mutual

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Owns the customer experience by establishing trust and building relationships with financial professionals and customers to provide high caliber service and follow-through.

Thoroughly and efficiently handles simple to complex in-bound calls from financial professionals, policyholders and others, answering questions regarding their VUL product and/or servicing needs, in conjunction with handling end-to-end service requests.

Demonstrate an understanding on all facets of the VUL Life Insurance products sold to be able to handle and process simple to more complex transactions with a high caliber of quality and attention to detail

Processes transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures.

Responds effectively and appropriately to sensitive events and/or situations as needed, including customer complaint handling and escalation.

Uses problem-solving skills to address issues and escalates concerns when necessary

Possesses moderate knowledge of all facets of individual life Insurance or annuities and the products sold, with a deeper understanding of variable products.

Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information.

Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner.

Provides solutions, recommendations and product information with a sense of urgency, positivity and empathy.

Seeks out opportunities to leverage best practices to meet requirements

Identify, recommend and implement ongoing process improvements adhering to regulatory requirements and improve the customer experience

Adheres to Service Level of Agreements (SLAs) and individual/team metrics

Complies with all company and site policies and procedures

Successfully completes regulatory and job training requirements

Work with internal departments to ensure company meets clients’ expectations

Ability to work core business hours between 8:30 and 6:00 pm EST

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Variable Universal Life InsuranceFINRA Series 6Individual life insuranceAnnuity productsRegulatory complianceSelf-awareness