Payments and Benefits Representative jobs in United States
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Pan-American Life Insurance Group · 3 weeks ago

Payments and Benefits Representative

Pan-American Life Insurance Group (PALIG) is seeking a Payments & Benefits Representative to join our U.S. Life Operations team. In this role, you will provide world-class customer service while servicing in-force policy contracts via telephone, email, and written requests, handling inquiries and processing disbursements.

Financial ServicesInsurance

Responsibilities

Respond to telephone inquiries clearly and professionally, ensuring resolution before the call ends
Address email requests within 24 hours, providing accurate and courteous responses
Process written requests and payments by managing assigned work queues
Ensure all requests are completed within established processing standards
Request inforce illustrations through the Mutual Trust Agent Website or via a Math Analyst
Respond to and explain any 1099-related inquiries throughout the year

Qualification

Customer ServiceLife Insurance ExperienceComputer ApplicationsProblem-SolvingProfessional CommunicationMultitaskingOrganizational SkillsAttention to Detail

Required

High School diploma
Strong knowledge of computer applications and basic functions
Basic math and accounting skills
Problem-solving and attention to detail
Professional communication skills (verbal and written)
Strong organizational skills and ability to multitask under pressure
Ability to prioritize work and balance multiple tasks effectively
Ability to work independently and adjust to changing business needs, including overtime and Saturdays
Commitment to quality, deadlines, and delivering exceptional customer service

Preferred

Experience in customer service (telephone), life insurance, or related industry
Completion of LOMA 280/281 or Level 1 within 12 months of employment

Benefits

Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
Medical and dental coverage available starting the first of the month following 30 days of service
Hybrid work opportunities

Company

Pan-American Life Insurance Group

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Pan-American Life Insurance Group is a provider of insurance and financial services.

Funding

Current Stage
Late Stage

Leadership Team

C
Carlos Recuero
CFO Panama / Board Member at Palig El Salvador
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Steven A. Friedman
President of Finance and Investments and Chief Financial Officer
Company data provided by crunchbase