Life Customer Service Processor

OBJECTIVE

Life Customer Service Processor Objective

To work as an active member of the Life Customer Service Department. To provide quality service in a prompt and professional service manner. To process client and agent requests. To respond to ongoing telephone and e-mail inquiries.

RESPONSIBILITIES

Life Customer Service Processor Rsponsibilities

Process transactions on all life products from agents, insureds and third parties effectively and efficiently.

 

Process Core functions of the Life Customer Service Department, including loan and withdrawal requests, mode changes, surrenders, transfer/rollover, Electronic Funds Transfer (EFT) setup, policy changes, death claim and disability setup and settlement, and NFO options per customer’s requests. Generate documents and mail checks.

 

Calculate gain/cost basis for creating and maintaining tax records to be sent to the Internal Revenue Service (IRS).

QUALIFICATIONS

Life Customer Service Processor Qualifications

 

Required

High school diploma or equivalent required.

 

Experienced computer usage and proven skills in Microsoft Office required.

 

Willingness to pursue continuing job related training and education required.

 

Proven keyboarding skills with accuracy required.

 

Completed Telephone Doctor Customer Service training preferred, or completion within one year of hire required.

 

Certification in LOMA FLMI Level I preferred, or completion within two years of hire required.

 

Preferred

Associate’s or bachelor’s degree with focus on insurance, business administration, finance or management preferred.

 

Six months’ experience in insurance processing preferred.

 

One year professional office experience preferred.

 

Experience or training in telephone and written communications preferred.

 

Experience in customer service activities preferred.

 

Bilingual skills preferred.

 

Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred.

 

Note Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

 

PM19