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Americo Financial Life and Annuity · 17 hours ago

Service Specialist

Kansas City, MO

Full-time

Onsite

New Grad, Entry Level

Americo Financial Life and Annuity is seeking a Service Specialist to join their Ozark department. This entry-level customer support position involves responding to policyholder and agent inquiries and processing customer requests with the goal of customer retention.

BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement

Comp. & Benefits

Responsibilities

Answer incoming policy holder and agent calls, letters and e-mails regarding billing issues, policy provisions, service questions and general client concerns while maintaining a high level of professionalism and working to establish a positive rapport with every caller

Recognize new or more complex issues and consult or forward to more experience staff

Update customer information in the database during and after each call

Review files, process requested changes and financial transactions, send correspondence with confirmation documentation

Stay updated on product knowledge, department procedures, company policies and privacy rules

Process payments by phone

Perform receptionist duties when needed

Assist with department and company projects

Update department letters and assist other departments with letters when needed

Research policy files/changes to prepare detailed client correspondence and reply to customer complaints

Qualification

Basic computer skillsTelephone etiquetteOrganizational skillsProblem solvingWritten communicationOral communicationSelf-motivation

Required

Basic computer skills including Windows and Microsoft Outlook, Word and Excel

Personable and professional telephone etiquette with the ability to remain courteous with customers at all times

Must be able to learn, comprehend and apply knowledge of products and procedures

Strong organizational skills

Problem solving abilities

Strong written and oral communication skills necessary

Self-motivation

High school diploma or GED required

Company

Americo Financial Life and Annuity

Americo Financial Life and Annuity is a financial services company that offers life insurance services.

Founded in 1946

Kansas City, Missouri, USA

201-500 employees

http://americo.com

Funding

Current Stage

Growth Stage

Leadership Team

Mark Fallon

Senior Vice President and Chief Financial Officer

Renee Platz

Executive Assistant-CIO/Sr VP-Investments

Recent News

Morningstar.com

AM Best Removes From Under Review With Developing Implications and Affirms Credit Ratings of Ozark National Life Insurance Company

2025-07-24

Company data provided by crunchbase