Policy Service Associate - 1114 jobs in United States
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Security Mutual Life Insurance Company of New York · 1 month ago

Policy Service Associate - 1114

Security Mutual Life Insurance Company of New York is a leading provider of life insurance and related services. The Policy Service Associate will provide customer service to clients while ensuring compliance with regulatory guidance.

Financial ServicesInsuranceLife Insurance
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Responsibilities

Process absolute and collateral assignments and releases, beneficiary changes, reinstatements, face amount reductions, classification changes, rate reductions and reduced paid up processing, policy reprojections and other general service requests
Confer with Agents and customers by telephone and written correspondence relative to post issue service requests and questions
Assist on phones at peak call times
Keep records of customer interactions and transactions recording details of inquiries, and comments, as well as actions taken

Qualification

Customer SupportAccountingInsurance IndustryMicrosoft WordMicrosoft ExcelData EntryMultitaskingDependabilityFluency in SpanishWritten CommunicationVerbal CommunicationAttention to Detail

Required

Minimum of 3 years experience in Customer Support
Basic knowledge of Microsoft Word and Excel
Excellent written and verbal communication skills
Excellent data entry skills
Ability to perform work accurately and thoroughly
Ability to adapt to change and work under pressure
Ability to take care of both internal and external customers needs
Ability to pay close attention to detail
Ability to prioritize and organize a heavy workload
Ability to multitask
Demonstrated ability to take on increasing levels of responsibility required
Must be dependable
Associates degree in business or a related field required

Preferred

Experience in accounting or bookkeeping preferred
Experience in an insurance industry preferred
Fluency in Spanish is a plus

Company

Security Mutual Life Insurance Company of New York

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Since 1886, Security Mutual Life Insurance Company of New York has been helping protect families and businesses during periods of prosperity, as well as during wars and times of economic uncertainty.

Funding

Current Stage
Growth Stage

Leadership Team

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Mary Ward
Senior Vice President, Chief Financial Officer
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Company data provided by crunchbase