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Penn Mutual · 2 months ago

Variable Universal Life Insurance Operations Specialist

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $73K/yr

5+ years exp

Penn Mutual is a company that has empowered individuals, families, and businesses for over 175 years to achieve their financial goals. They are seeking a Variable Universal Life Insurance Operations Specialist responsible for handling and processing transactions related to VUL Life Insurance policies, ensuring compliance and high-quality service.

Financial ServicesInsurance

Responsibilities

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

Thoroughly and efficiently handles simple to complex correspondents 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

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 10:30 and 7:00 pm EST

Qualification

Variable Universal Life InsuranceCustomer service experienceFINRA Series 6 licenseAnalytical skillsTechnical skillsProblem-solving skillsCommunication skillsAttention to detailAdaptabilityTeam collaboration

Required

Ability to comprehend and articulate complex information

Ability to learn and adapt in ever changing and upgrading technology

Executes with urgency and professionalism

Excellent analytical and organizational skills with attention to detail

Possesses a great sense of self-awareness

Excellent communication skills, both verbal and written, required

Willingness and proven ability to work on multiple tasks and adapt to a changing work environment

Strong technical skills with the ability to navigate within multiple systems

Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended

Willingness and ability to work under pressure and meet deadlines

Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

Ability to work with others in a collaborative team environment, while maintaining a self-driven mentality

Excellent communication skills, both verbal and written, required

Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation

Minimum of 5 - 8 years of customer service experience

Experience with individual life insurance/annuity products required

High school diploma required

FINRA Series 6 license required within 180 days