Policyholder Services Representative

Location:

Company: Oxford Life Insurance Company was founded in 1965 and is a member of UHaul Holding Company a publicly traded financial holding network. UHaul Holding Companys other significant holdings including UHaul International Republic Western Insurance Company & AMERCO Real Estate Company. Our fast paced growing company is seeking eager qualified customercentric individuals to join our team in Phoenix AZ.

Job Title: Oxford Policy Administration Processor

Job Overview: We are seeking an experienced processor to join our Policy Administration team. In this position you will ensure accurate and timely processing of policy changes and distribution requests for Life Annuity and Medicare Supplement policies.

Responsibilities and Duties: This list is not exhaustive and may be supplemented as necessary.

• Provide exceptional customer service and proactively build customer relationships to effectively solve customer needs
• Timely review and processing of policy changes transactions such as address changes ownership beneficiary changes etc.
• Review all life and annuity transaction requests for accuracy and process disbursement transactions including withdrawals surrenders loans annuity financial transactions annuity transfers Required Minimum Distributions (RMD) maturities and annuitizations with attention to detail and a high rate of accuracy
• Meet or exceed department productivity and quality guidelines
• Monitor and respond to team and department emails
• Ability to learn by handson training and peertraining
• Assist with monitoring reports and additional projects when needed
• Maintain confidentiality of all policies information and adhere to companys privacy regulations

Qualifications:

Required:

• High School Diploma/ GED

• Proficient in Windows and Microsoft Office
• Ability to consistently meet and exceed performance expectations
• Ability to quickly adapt in a changing work environment
• Analytical skills with high attention to detail to ensure administration of processing functions is handled effectively
• Proficient in multitasking; managing high priority items in addition to daily workload
• Effective verbal and written communication skills
• Ability to work independently and in a team environment

Preferred:

• Insurance industry related experience; preferably job knowledge / experience in Life Insurance Annuities and/or Medicare Supplement
• Customer Service Experience

Company Benefits:

• Health insurance/benefits (including medical dental & vision)
• 401K
• Employee Stock Ownership Plan (ESOP)
• Subsidized gym membership (including paid fitness classes)
• Life insurance
• Business and travel insurance
• MetLaw Legal program
• MetLife auto and home insurance
• Discounts on Apple products cell phone plans hotels and more
• Commuter benefits program
• Paid holidays vacation and sick days
• Inhouse cafe featuring options for all diets (Phoenix location only)
• Pretax Dependent Care and Flex Spending Account
• Get Fit and Alternative Insurance Rebate Programs

UHaul Holding Company and its family of companies including UHaul International Inc. (UHaul) continually strives to create a culture of health and wellness. Consistent with applicable state law UHaul will not hire or rehire individuals who use nicotine products. The states in which UHaul will decline to hire nicotine users are: Alabama Alaska Arizona Arkansas Delaware Florida Georgia Hawaii Idaho Iowa Kansas Maryland Massachusetts Michigan Nebraska Pennsylvania Texas Utah Vermont Virginia and Washington. UHaul has observed this hiring practice since February 1 2020 as part of our commitment to a healthy work environment for our team.

UHaul is an equal opportunity employer. All applicants for employment will be considered without regard to race color religion sex national origin physical or mental disability veteran status or any other basis protected by applicable federal provincial state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.