Policyholder Services Associate
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-09-25
Listing for:
Americo Financial Life and Annuity
Full Time
position Listed on 2026-09-25
Job specializations:
-
Finance & Banking
Financial Analyst, Banking Operations, Financial Services
Job Description & How to Apply Below
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.
- 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
- 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
Position Requirements
10+ Years
work experience
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