Policy Services Representative

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Our Company

Explore how you can contribute at AmeriLife.

For nearly 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Policy Services Representative

Secure Administrative Solutions Company is a rapidly growing TPA of life, accident, health and Medicare supplement insurance as well as underwriting annuities and other financial products. We are currently seeking a Representative to work in our Policy Service Group on the Med/Sup Team. Spanish Speaking Preferred!

The main responsibilities of this position include answering inbound calls from our agents, policy holders, customers, providers and other clients and assisting them with a myriad of questions concerning products and services. Also completing various tasks tracked in a workflow system. Candidates with a strong, consistent work history and 1 - 2 years of experience in a customer service call center (inbound or outbound) preferred. We are willing to train if you are dedicated, a good listener, dependable, eager to learn and ready for a lasting commitment with our company. This is a full-time, non-exempt position located in Salt Lake City, UT.

Additional Requirements:

  • Communicates clearly and professionally with the customer by telephone and/or written correspondence.
  • Participates in and maintains a quality service culture within the Customer Service Team.
  • Searches Company records to obtain information requested by customer.
  • Estimates loan or cash value of policy for policyholders.
  • Interprets policy provisions to determine methods of effecting desired changes such as change of beneficiary or type of insurance, or change in method of payment.
  • Help agents with commissions or technical questions.
  • Other duties and responsibilities as assigned.



Education and/or Experience:

  • High School Diploma
  • 1-2 years customer service background (preferably in a call center environment.)
  • Whole Life Insurance, Financial Products (Annuities) and Medicare Supplement VERY helpful but willing to train
  • Some insurance background or financial product background preferred



Benefits
Secure Administrative Solution's Home Office in Salt Lake City, Utah is full of energetic, fun, engaged and dedicated employees. Come and be a part of our growing team and enjoy quarterly bonus opportunities, competitive salary, generous benefit package, 401(K) matching program, and friendly co-workers. If you are looking for a chance to work hard, have fun, and make a significant contribution to our dynamic company, submit your resume today! We are an equal opportunity employer dedicated to workforce diversity and a drug-free workplace. A background check is required.

More Information on AmeriLife
AmeriLife operates in the Insurance industry. The company is located in Clearwater, FL. AmeriLife was founded in 1971. It has 1001 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Dental insurance, Vision insurance, Health insurance, Life insurance and Performance bonus. To see all 4 open jobs at AmeriLife, click here.
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