Life Customer Service Processor
US-MI-Lansing
Job ID: 2025-7874
Type: Regular Full-Time
# of Openings: 1
Category: Customer Service/Support
Farm Bureau Center
Overview
Life Customer Service Processor Objective
To work as an active member of the Life Customer Service Department. To provide quality service in a prompt and professional service manner. To process client and agent requests. To respond to ongoing telephone and e-mail inquiries.
Responsibilities
Life Customer Service Processor Rsponsibilities
Process transactions on all life products from agents, insureds and third parties effectively and efficiently.
Process Core functions of the Life Customer Service Department, including loan and withdrawal requests, mode changes, surrenders, transfer/rollover, Electronic Funds Transfer (EFT) setup, policy changes, death claim and disability setup and settlement, and NFO options per customer's requests. Generate documents and mail checks.
Calculate gain/cost basis for creating and maintaining tax records to be sent to the Internal Revenue Service (IRS).
Qualifications
Life Customer Service Processor Qualifications
Required
High school diploma or equivalent required.
Experienced computer usage and proven skills in Microsoft Office required.
Willingness to pursue continuing job related training and education required.
Proven keyboarding skills with accuracy required.
Completed Telephone Doctor Customer Service training preferred, or completion within one year of hire required.
Certification in LOMA FLMI Level I preferred, or completion within two years of hire required.
Preferred
Associate's or bachelor's degree with focus on insurance, business administration, finance or management preferred.
Six months' experience in insurance processing preferred.
One year professional office experience preferred.
Experience or training in telephone and written communications preferred.
Experience in customer service activities preferred.
Bilingual skills preferred.
Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred.
Note Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Equal employment opportunity, including veterans and individuals with disabilities.
PI271815574
