This job has expired, please see additional jobs below
Insurance Services Operations Associate
First Command
Fort Worth, TX, United States
Job Details - this job has expired, please see similar jobs below
Position Summary
The Insurance Services Operations Associate is responsible for the processing and input of Insurance (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products). Cover memos and maintenance paperwork into the AS400 system. Additionally, the Associate coordinates with the Insurance Product Managers, Business Partners and Carriers to support inforce and pending insurance business from an operational standpoint.
Responsibilities
• Validate/ Index insurance paperwork in Visual Image system in preparation for processing.
• Review and load insurance Cover memos (product sales) into the AS400 system.
• Quality check of processed cover memos.
• Respond to advisor questions regarding insurance paperwork processes and procedures via phone and/or email.
• Notify and support Advisors to resolve paperwork issues with NIGO’s.
• Research and resolve ‘Commission No Match’ report.
• Work weekly life insurance refresh & disability reports to ensure accuracy of policy data in AS400.
• Process insurance operations mail and maintain the Ins Ops Inbox.
• Manually process policy issues, terminations, and policy maintenance transactions in AS400.
• Quality check and proof death claim packets.
• Assist as a tier 2 for Insurance related calls that initiate in the call center and require escalation.
Education
• College degree preferred (previous work experience considered)
Work Experience
• Minimum 1 year office experience in a business setting (preferred)
• Customer Service experience (preferred)
Certifications
• Life & Health Group I Ins. License (obtained within 60 days of employment)
Knowledge, Skills and Abilities
• General knowledge of all risk management products (preferred)
• General knowledge of the financial planning industry (preferred)
• Strong communication, interpersonal skills, and time management skills (required)
• Demonstrate analytical and problem solving skills (required)
• Excellent attention to detail (required)
• Able to work independently with minimum supervision (required)
• Proficient with MS office Applications (required)
Disclaimer
The information of this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.