Sr. Policy & Contract Administrator

Job Description:

Position Overview
The Senior Policy/Contract Administrator delivers policy administration support, which promotes a positive client/adviser experience. This role requires the ability to handle high volume service requests with agility and attention to detail. This position works under moderate supervision.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities

• Demonstrate an understanding of Life and Annuity products sold to be able to handle and process simple to more complex non-financial transactions with a high caliber of quality and attention to detail
• Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information
• Adhere to Service Level of Agreements (SLAs) and individual/team metrics
• Proactively owns the customer experience by establishing trust and building relationships with financial professionals and customers to provide high caliber service and follow-through
• Uses problem-solving skills to address issues and escalates concerns when necessary
• Handles basic and some moderately complex service requests from our producers and end clients and answers questions regarding their life or annuity product and/or servicing needs
• Complies with all company and site policies and procedures and successfully completes regulatory and job training requirements
• Perform various other related duties, assignments and special projects as assigned
• Work with internal departments to ensure company meets clients’ expectations
• Responsible for adherence to the company’s framework of internal controls
• Identify, recommend and implement ongoing process improvements to improve the customer experience

Skills and Abilities

• A customer service attitude that translates professionalism and positivity
• Ability to learn cross-function as the business dictates
• Ability to work with others in a collaborative team environment, share knowledge and willingness to mentor others
• Excellent analytical, organizational skills and ability to think in the gray
• Executes with urgency, professionalism and required to meet deadlines
• Ability to learn and adapt in ever changing and upgrading technology
• Solid math skills
• Strong MS Excel skills (beginner/intermediate)
• Excellent communication skills, both verbal and written, required

Education

• H.S. Diploma or Equivalent Required or
• Bachelor's Degree in related field Preferred

Experience

• 0-3 Years related work experience in the insurance industry Preferred

Base Salary Range - $48,000 - $69,500

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.