Life Service Specialist
Responsibilities:
Processing life insurance policy changes.
Determining the required documentation and paperwork needed.
Requesting and verifying documentation to make requested updates and complete IRS transactions.
Responding to communications received by email, phone, and fax.
Calculating gain quotes and taxation.
Requirements for Success:
High School diploma or GED equivalent; with 1 year of customer service experience.
Ability to learn our life product, policies, and provisions quickly.
Knowledge or willingness to acquire knowledge of regulatory guidelines.
Excellent listening, attention to detail, and verbal/written communication skills.
Intermediate math or accounting skills.
Proven success in meeting deadlines, and handling complex tasks such as calculating gain.
Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned.
Ability to maintain a high level of confidentiality.
IFBI Perks:
An organization that values work/life balance
Paid Vacation/Sick Leave
401K w/ Match
Potential for a yearly bonus with a possible payout of up to 20% of the salary
Benefits eligibility within 30 days of employment
Collaborate in a team environment
Paid volunteer hours
#HO
#LI-SB1
Processing life insurance policy changes.
Determining the required documentation and paperwork needed.
Requesting and verifying documentation to make requested updates and complete IRS transactions.
Responding to communications received by email, phone, and fax.
Calculating gain quotes and taxation.
Requirements for Success:
High School diploma or GED equivalent; with 1 year of customer service experience.
Ability to learn our life product, policies, and provisions quickly.
Knowledge or willingness to acquire knowledge of regulatory guidelines.
Excellent listening, attention to detail, and verbal/written communication skills.
Intermediate math or accounting skills.
Proven success in meeting deadlines, and handling complex tasks such as calculating gain.
Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned.
Ability to maintain a high level of confidentiality.
IFBI Perks:
An organization that values work/life balance
Paid Vacation/Sick Leave
401K w/ Match
Potential for a yearly bonus with a possible payout of up to 20% of the salary
Benefits eligibility within 30 days of employment
Collaborate in a team environment
Paid volunteer hours
#HO
#LI-SB1