Position: Life Policy Service Associate Department: Life Operations Reporting to: Life Operations Manager Location: Topeka KS Onsite Overview: Join our dynamic Life Inforce team as a Life Policy Service Associate and play a pivotal role in enhancing the customer experience for our valued producers. If you are passionate about delivering topnotch support and have a knack for efficient problemsolving we want you! In this role youll be the first point of contact through the Inforce phone line handle crucial service documents and lend a helping hand on special assignments and projects. Were seeking a proactive candidate with stellar communication skills sharp attention to detail and the ability to thrive both independently and as part of a collaborative team. What youll do: - Handle service requests including death claims policy values statements and premium information
- Process and submit policy service documents
- Manage incoming calls in the Inforce phone queue
- Process incoming/outgoing mail
- Support Sales VPs and Case Managers with Inforce inquiries
- Process and submit premium payments to carriers
Experience youll bring: - Detailoriented focused on quality in all aspects of your work
- Confident professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
- Excellent organizational skills capable of managing a heavy workload and adapting to shifting priorities
- Resourceful in problemsolving and optimizing resources
- Ability to work independently and collaboratively within a team
- Ability to handle confidential information with discretion and professionalism
Bonus Points: - Bachelors degree
- 2year experience in life insurance industry
What youll get: - Amazing benefits including medical dental vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an onsite caf gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored eventsand more!
Who We Are: Advisors Excel is a fast paced innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing our end goal is to help continually grow advisors businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you then what are you waiting for We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace our employees are always comfortable bringing their true selves to our offices daily. #LIRH1
| Required Experience:
IC