Apply on Employer Site

Southern Farm Bureau Life Insurance Company · 1 month ago

Life Service Specialist

Jackson, Mississippi, United States

Full-time

Onsite

Entry Level

2+ years exp

Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. As a Life Service Specialist, you’ll support agents and policy owners by providing information on various life insurance policies and processing service requests efficiently.

Legal

Growth Opportunities

Responsibilities

Handles product related requests and provides support to our agents and policy owners and resolves product or service related issues

Multi-tasks between answering calls and processing transactions

Correspond with agents, policyowners, banks, etc. to supply general policy information such as policy values, paid-to date, beneficiary of record, benefits, basic 1099-INT and 1099-R information, etc

Process transaction requests from policy owners and agents including: addresses, name/beneficiary/ownership, mode changes, dividend option changes, assignments, policy loans, policy surrenders, etc

Determine appropriate forms or requirements needed to accomplish certain service requests on policies; verify forms are completed correctly; endorse forms when appropriate

Quote general policy information and policy values (cash values, dividend values, loan values, etc.) and determine whether requests for policy distribution are properly authorized

Research and apply payments received; contact the policy owner and agent when necessary

Send copies of annual reports, tax forms, premium notices, and other requested information

Perform basic research on policy transactions

Perform appropriate accounting when necessary

Enter journal entries in EAS

Enter cash disbursements in Ingenium

Recognize when to send Client Review Opportunities to our agents to generate potential sales for our policy owners

Evaluate and identify opportunities and improvements that positively impact the customer’s experience

Qualification

Customer Service ExperienceBasic Insurance KnowledgeMicrosoft OfficeTyping SkillsMulti-tasking AbilitiesOrganizational SkillsCommunication Skills

Required

Bachelor's degree or Associate's degree and two years' Customer Service related experience or five years' customer experience (i.e. call center, banking, insurance, etc.)

Good typing skills (25 wpm)

Good organizational skills

Good communication skills, both oral and written

Good multi-tasking abilities