Policyholder Services Associate I
Job Summary
We are currently looking for a Policyholder Services Associate to join our team! Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.
Key Responsibilities
- Process in-force policy requests
- Prepare accurate written correspondence to policy owners and agents
- Create disbursements and financial transactions in accordance with policy processing guidelines
- Research problem situations to correct user or system errors in support of clients and other business units
- Work on special projects as assigned
- Meet all service level agreements on processing requests
Knowledge, Skills, and Abilities
- Independent problem-solving abilities
- Ability to complete less complex financial and non-financial requests
- Ability to multi-task while accomplishing work-related items
- Detail-oriented with a strong attention to deadlines
- Ability to prioritize work to ensure timely completion of all tasks
- Computer proficiency
- Excellent organizational skills
- Typing speed of at least 40 wpm
- Ability to work in a team environment
Skills Required
- Independent problem-solving abilities
- Ability to complete less complex financial and non-financial requests
- Ability to multitask and prioritize work
- Detail-oriented with strong attention to deadlines
- Computer proficiency
- Excellent organizational skills
- Typing speed of at least 40 words per minute
- Ability to work in a team environment
What We Do
Americo offers a complete portfolio of competitive life insurance, Medicare Supplement insurance, and annuity products. Every product is designed with our policyholders and agents in mind. A customer-centric attitude combined with sound management and business practices has brought us to the top of our game.
