Our location is located in Long Island City NY.
National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life we maintain insurance policies for clients nationwide and when your family needs us most were there.
Deliver exemplary customer service to NBL customers
Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly.
Recognizes priority situations and understands when to notify appropriate parties.
Strong computer skills and proficient with Microsoft Office 365
Minimum 2 years of customer service experience is required
Excellent customer service verbal and written communication skills
Ability to work independently without close supervision
Ability to set priorities and act with sense of urgency
Ability to communicate and work effectively with leaders and associates at all levels
Excellent organizational skills including the ability to manage multiple priorities simultaneously
Analytical ability mathematics skills knowledge of recordkeeping and attention to detail
Thorough working knowledge of Life Insurance operations
Knowledge of NBL policies and structure
Strong interpersonal relationship skills and ability to communicate professionally with irate customers
Cash Surrender & Loan Processing
Reinstatement Reversion & Reg 60
Title Change Processing
Whole Life Conversion & Stand Alone ADB Processing
Customer Service
Imaging & Report Processing
Balance and update reports for vendors
Review reports and perform mailings for aged and paid-up policies
Review and respond to incoming correspondence
Process duplicate policies for old and current product policies
Process address changes for old and current product policies
Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied
Contribute to team effort by accomplishing related results as needed
Perform various administrative and customer service-related duties
Contribute to team effort by accomplishing related results as needed
Annuity death claims
Weekly Status Report
Maintenance of 1099 system
Location: Long Island City New York
Schedule: Hybrid role 40 hours per week working Monday Friday 8:30 a.m. to 5:30 p.m.
Salary Range: $47000 - $54000
Hybrid Work Requirements
A laptop will be supplied to you
You must provide Internet Access with speed requirements of
Upload 8 mbps
Download 15 mbps
FLSA status: This position is exempt (not eligible for overtime pay): No
Our Benefits:
Day one health dental and vision insurance
401(k) Plan with competitive employer match
Vacation sick holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
It has been and will continue to be the policy of Primerica Inc. and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless ofrace sex color religious creed religion national origin citizenship status age disability pregnancy ancestry military service or veteran status genetic or carrier status marital status sexual orientation or any classification protected by applicable federal state or local laws.
At National Benefit Life we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation growth and profitability. Through a variety of programs and initiatives we invest in each employee seeking to ensure that our people are not only respected as individuals but also truly valued for their unique perspectives.
Required Experience:
IC
Primerica (NYSE: PRI) is a leading financial products and services company that distributes term life insurance, mutual funds, and annuities in the United States, Canada, Puerto Rico and Guam. Primerica has over 141,000 independent, licensed sales representatives who provide financia ... View more