Penn Mutual ยท 8 hours ago
Multilife Inforce Policy Administration Specialist (Non-Financial)
United States
Full-time
Remote
Mid Level
$60K/yr - $66K/yr
3+ years exp
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Responsibilities
Process Complex Service Requests: Efficiently handle and process complex service requests within established service level agreements, ensuring timely and accurate responses.
Utilize Workflow and Processing Systems: Leverage workflow, imaging, and processing systems to manage intricate non-financial transaction requests, streamlining operational efficiency.
Ensure Compliance and Accuracy: Apply expertise in established procedures and regulatory rules to assess whether requests are in good order, ensuring compliance and minimizing errors.
Communicate with Stakeholders: Proactively contact Financial Professionals or clients for additional documentation or information when necessary to complete requests effectively.
Problem-Solve and Escalate Issues: Use knowledge of complex transactions to troubleshoot unusual situations, addressing challenges promptly and escalating concerns to appropriate channels when needed.
Maintain Quality Standards: Process complex transactions with meticulous attention to detail, documenting records accurately and consistently to uphold high-quality standards.
Coordinate with Illustration Specialist: Collaborate and coordinate with the Illustration Specialist for Inforce illustration inquiries, ensuring accurate and timely responses to client needs.
Manage Inbound Client Calls: Handle inbound calls from Financial Professionals and clients, addressing critical servicing needs and providing clear, effective communication.
Assist Other Inforce Teams: Provide support to other Inforce teams in meeting their goals during downtime, promoting teamwork and operational efficiency.
Drive Process Improvement: Recommend and facilitate process enhancements that continuously improve the overall customer experience, fostering efficiency and satisfaction.
Collaborate with Leadership: Work closely with the leadership team to develop and refine business processes and service standards that align with organizational goals.
Qualification
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Required
H.S. Diploma or Equivalent Required
3-5 Years Of related work experience in the insurance industry
Professionalism and Positivity: Demonstrates a customer-first attitude, consistently maintaining professionalism and a positive demeanor.
Clear Communication: Effectively conveys complex information to clients and advisers, both verbally and in writing.
Cross-Functional Collaboration: Works seamlessly across teams and departments to meet business needs.
Execution and Urgency: Completes tasks with efficiency and professionalism, even under tight deadlines.
Adaptability: Quickly learns and adjusts to evolving technologies and processes in a fast-paced environment.
Analytical and Organizational Skills: Exhibits strong attention to detail with excellent analytical abilities and organizational skills.
Technical Proficiency: Demonstrates solid math skills and proficiency in MS Excel (beginner to intermediate).
Multitasking and Flexibility: Manages multiple tasks effectively while adapting to a dynamic work environment.
Resilience Under Pressure: Thrives in high-pressure situations, consistently meeting deadlines.
Mentorship: Shares knowledge with team members, providing guidance and fostering growth.
Continuous Improvement: Contributes positively by learning new skills and offering suggestions for process improvements.
Team Collaboration: Works well within a team, promoting a collaborative and supportive environment.
Preferred
Bachelor's Degree Preferred
Multi-Life experience is a plus
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Eileen McDonnell
Chairman & Chief Executive Officer
David O'Malley
President and Chief Operating Officer
Recent News
2024-05-08
MarketWatch
2024-04-07
Company data provided by crunchbase
