Life Policy Service Assistant

Company: COUNTRY Financial
Location: Alpharetta
Posted on: April 10, 2021

Job Description:

Becoming a Life Policy Service Assistant is a great opportunity to join energized area responding to client/rep inquiries via telephone and written correspondence. You will train on company procedure and policy provisions to complete policy changes assisting client and resolving problems. There is room to grow! While we are currently limiting the number of employees in our office due to the coronavirus (COVID-19) pandemic, the responsibilities of this role require working immediately from the assigned office location. How does a Life Policy Service Assistant make an impact?

• Processes and responds to customer service policy transactions including changes, reinstatements, and the accounting associated with these transactions.
• Performs processing required to complete service requests such as disbursing dividends, loans, advance premium deposits and cash surrenders. Completes beneficiary and ownership changes.
• Provides customer service by answering phones or sending correspondence to financial representatives, field clerical support and policyholders. COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.
  
  Job Requirements:Do you have what we're looking for?
  • Experience in Excel.
  • Good Communication Skills.
  • Key strokes.
  • Typically requires high school diploma or GED. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!

Keywords: COUNTRY Financial, Alpharetta , Life Policy Service Assistant, Other , Alpharetta, Georgia