Client Service Specialist

Client Service Specialist

Job Category:
Customer Service

Full-Time

Home Office Jackson, MS 39213, USA

Job Opportunity:
Client Service Specialist at Southern Farm Bureau Life Insurance

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Client Service Specialist, you'll be an essential part of our Policy Administration team, contributing to the success of our organization.

Location: Jackson, MS

Role and Responsibilities: The Client Service Specialist develops the skills necessary to answer questions from agents and policy owners concerning Traditional Life, Health, Disability Income, Universal Life, and Long-Term Care policies and performs the appropriate transactions to accomplish service requests on these policies. The Client Service Specialist has an area(s) of expertise, but also cross-trains in all aspects to master service of all products.

Your responsibilities will include:

• Answer inquiries regarding policies, procedures, and forms regarding conversions, reissues, increases, decreases, premium classification changes, death benefit option changes, reinstatements, changes within the free look period, UL reissues, LTC changes, and other policy information (values, history, dates, contract language).
• Voice Record calls and thoroughly document all correspondence and action taken.
• Know and enforce all company and state rules and regulations that pertain to processing and finalizing of all requests (replacement, NAIC, taxes).
• Determine appropriate forms, requirements, and computer transactions to issue conversions and accomplish change requests on policies; send forms and instructions to authorized persons; verify forms are completed correctly; endorse forms when appropriate, create letters, send e-delivery contracts to agent.
• Correspond with agents, policy owners, underwriters, banks, and interdepartmental personnel to obtain information needed to complete processing of applications.
• Quote policy values, process loans, dividends, partial withdrawals, and other changes when processing policy changes or conversions.
• Research files for problem cases, history of policy transactions, correct files issued in error.
• Determine appropriate underwriting needed for transactions and refer to underwriting for evaluation (includes increases in coverage or additions of benefit/rider, changes to coverage, Premium Class Changes, rate reductions, reinstatements, and conversions with changes).
• Determine and process necessary accounting transactions (refund, add, reverse, and transfer money, etc.)
• Perform data checking for contracts and illustrations. Check contract for appropriate documents for mailing.
• The ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
• The ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
• The ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
• The ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development

Qualifications:

• Bachelor's degree or Associate's degree and two years' Customer Service related experience or five years' customer service experience (i.e. call center, banking, insurance, etc.)
• Basic knowledge of the servicing of SFB products and rules preferred
• Basic knowledge of tax and replacement laws as they pertain to SFB products/states preferred
• Basic Knowledge of Policy Administration systems and sub-systems, basic knowledge of other departments' responsibilities, functions and procedures preferred
• Good communication skills, both oral and written
• Good organizational skills
• Basic knowledge of Microsoft Windows
• Good typing skills (25 wpm)

Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:

• Comprehensive coverage for employees and their families.
• Access to an onsite clinic, preventive care, and prescription drugs.
• Mental health coverage and an Employee Assistance Program.

• Incentives for maintaining an active lifestyle.
• Rewards for participating in fitness challenges and wellness activities.

• Customized weight management plans.
• Support for achieving and maintaining a healthy weight.

• Opportunities to connect with colleagues.
• Fun teambuilding activities.

• Company Picnic, Thanksgiving lunch, Christmas Reception.
• Family Fun Night

• Convenient access to nutritious meals.
• Promoting healthy eating habits.

• Continuous learning opportunities.
• Tuition reimbursement for further education.

• Pairing employees with mentors.
• Professional…