Category

Customer Service

Job Location

1200 Wooded Acres Dr, Waco, Texas

Tracking Code

15339

Position Type

Full-Time / Regular

This position will primarily be responsible for completing various tasks for American Income Reinstatement initiatives. The Reinstatement Clerk will also assist with other clerical tasks for the Customer Retention department.

This position will collaborate with the Back Office Clerks, Analysts, as well as department management. This is an entry level position with promotion opportunity to other positions within the Customer Retention Department.

The general responsibilities and duties of this position include, but are not limited to :

• Use of multiple systems to determine eligibility of reinstatement, process transactions, and Agent Bonuses
• Complete and track processes completed
• Follow-up to ensure transactions completed processed successfully
• Communicate task progress and concerns
• Adhere to the policies and procedures set within the department

Other duties as assigned by management

Required Skills

• Excellent verbal & written communication skills
• Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and general working knowledge of Internet for business use.
• Ability to learn new computer systems
• Teamwork Commitment to the successful achievement of team and organizational goals
• Possess a professional and friendly attitude and be able to quickly develop a rapport with team members
• Detail oriented

Required Experience

• High school diploma or equivalent. Some college preferred.
• Some insurance and / or sales experience preferred
• Prior life insurance experience preferred

Last updated : 2024-06-22