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, we're there.
About this PositionThe Operations Support Specialist involves receiving and processing all forms of communications from original line and student life policy holders. The Ops Specialist maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business.Responsibilities and Qualifications• 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: $47,000 - $54,000
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 of race, 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.
Top Skills
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."
Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
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