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Client Communication & Service Specialist
The Standard
Portland, OR, United States
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Overview
If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.
Respond to telephone inquiries and process change requests from individual disability and ported life insurance policy owners, agents and representatives of policy owners. Prepare correspondence, calculations, and monitor status of requests as appropriate to ensure timely response and customer satisfaction.
Responsibilities
Contribute to the company’s success through excellent customer service and meeting or exceeding performance objectives for the following major job functions:
• Respond to a wide variety of customer service needs via the policy administration 800 line and e-mail alias. Promptly and accurately communicate information about individual annuity and disability products. Advise on: form completion, plan provisions and their impact, taxability issues, division procedures, particularly with respect to obtaining distributions, including Tax Sheltered Annuity loans. Communicate sensitive policy information and policy service options to policyowners, producers, attorneys, CPAs, and financial advisors on contractual provisions, statutory regulations and other related policy information. Monitor status of requested work and prepare customized correspondence as necessary.
• Solicit and analyze customer feedback to identify areas for customer service improvements; develop and modify written correspondence; recommend changes to internal forms and procedures; and inform management of customer feedback as appropriate to ensure prompt and accurate to inquiries.
• Prepare and coordinate recurring policyowner communications and services, including, business retention services, beneficiary changes/confirmation and initial minimum distribution calculations and notices.
• Support divisional projects as assigned, especially those involving customer-focused activities.
Qualifications
Education: Two years post-secondary education and/or training. Bachelor’s degree in business, economics, accounting, finance or interdisciplinary studies preferred but not required.
Experience: Two to four years’ experience in a high volume customer service, insurance, brokerage, banking or accounting environment; demonstrated excellent oral and written communication skills, or the equivalent combination of education and/or relevant experience
Professional certification required: None
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
For more information regarding your Equal Employment Opportunity applicant rights, click here.