Providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners
Process changes on existing insurance policies, including policy changes, conversions, reinstatements and exchanges and/or processes trades, withdrawals, loans, electronic fund transfers, and registration change on existing contracts
Process and ensure producer applications, licensing requirements, and continuing education are in good order
Communicate effectively with team members, internal stakeholders, and customers for the purpose of coordinating case work and resolving issues related to processing
Requirements
0-2+ years of experience in a customer service and/or operations focused role
Effective critical thinking and problem-solving skills
Strong verbal and written communication skills
Commitment to driving an industry-leading customer service experience
Comfort navigating across multiple technology platforms
Ability to work effectively within a fast-paced team environment
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
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