Job Description

Insurance Policyholder Services Associate

Job Summary

We are looking for a motivated

Policyholder Services Associate

to join our team! In this role, you will handle in-force policy requests, maintain accurate files, and provide timely updates to policyholders and agents. This position offers the opportunity to work across multiple systems in a collaborative team environment.

Key Responsibilities

Process in-force policy requests across multiple work types and various systems, in accordance with State and Federal guidelines Prepare accurate written correspondence to life insurance policy owners and agents Create disbursements and financial transactions in accordance with policy processing guidelines Research problem situations to correct user or system errors in support of clients and other business units Work on special projects as assigned Train other associates Meet all service level agreements on processing requests

Knowledge, Skills, and Abilities

Independent problem-solving abilities Ability to complete more complex financial and non-financial requests Ability to multi-task and prioritize while accomplishing work-related items Detail-oriented with a strong attention to deadlines Computer proficiency Excellent organizational skills Typing speed of at least 40 wpm Ability to work in a team environment High School Diploma/GED required.

#AMERICO