This job has expired, please see additional jobs below
Customer Service Representative - Contracting & Licensing
Finance & Investment Industry Company
Melville, NY, United States
Job Details - this job has expired, please see similar jobs below
Company (“Company” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, Company is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey Company in Mexico.
Company is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, Company’s surplus was $23.336 billion**. Company holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
Financial strength, integrity and humanity—the values upon which Company was founded—have guided the company’s decisions and actions for over 170 years.
Primary Responsibilities
• Process agent contracts, FINRA registration and license requirements; resident and non-resident requirements, license renewals, and funds related to contract, FINRA registration and license functions.
• Process agent terminations.
• Create and coordinate the monthly Agent of the Day Calendar.
• Provide customer service to policy holders and agents
• Support agency management in the recruiting and on-boarding of new agents to include setting up cubicle, mailbox, phone/ voicemail, stationery and business cards, brochures and sales materials.
• Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports.
• Participate in event planning for training sessions, kick-off events and other meetings.
• Handle receptionist duties; answering incoming calls, greeting customers and potential agent candidates.
• Handle daily correspondence including email, bulletins, opening mail, etc.
Qualifications
• Associate, or Bachelor degree preferred, or equivalent years of related experience.
• Spanish speaking skills highly preferred.
• 3 or more years of related Administrative Assistant experience highly preferred.
• The ideal candidate should have experience managing expense reports, complex calendars, reports, and email communications.
• Strong customer service skills a must.
• Strong computer skills and ability to multitask.
• Strong written and verbal communication skills required.
Training & Development
Customer Service Representatives undergo on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.
SF:LI-JR1
EOE M/F/D/V
*Based on revenue as reported by “Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 17, 2016. See Company website/ for methodology.
**Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company’s long-term financial strength and stability and is presented on a consolidated basis of the company.
1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.
2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by Company Investment management Holdings LLC, a wholly owned subsidiary of Company.