What are the responsibilities and job description for the Policy Holder Services Representative II position at Americo Financial Life and Annuity?
Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
Job Summary
The purpose of the Policyholder Services Representative II is to process maintenance, change requests, and status updates for in-force policies within multiple administrative systems in accordance with State and Federal guidelines. All processors are responsible for processing requests within the standard service level agreement and producing output accurately. Our ideal candidate can complete more complex financial and non-financial requests within Life and Annuity products. A Policyholder Service Rep II may also train others, seek additional knowledge, correct errors, troubleshoot problems, update policies, and process additional duties as assigned.
Key Responsibilities
- Process an acceptable volume of in-force policy requests and prepare written correspondence to policy owners and agents with a high degree of accuracy.
- Handle special projects as assigned, participate in meetings, and follow up as needed.
- Research problem situations to correct user or system errors in support of clients and other business units
- Create disbursements and financial transactions in accordance with policy processing guidelines.
- Meet all service level agreements on processing requests.
Knowledge, Skills, and Abilities
- In-depth knowledge and understanding of life insurance and annuity product fundamentals
- Knowledge of the insurance industry as a whole
- Must be detail-oriented
- Must have exceptional professional communication skills, both in writing and verbally
- Ability to work well with others at various levels within the organization
- Ability to manage multiple tasks
- Ability to recognize and analyze problems and determine the course of action to resolve the problem
- Ability to work in a team environment
- Competent in Excel, Word, PowerPoint and other systems needed
Education
College degree, preferred
What you’ll love about working at Americo:
Compensation: You’ll feel valued with our competitive pay and robust bonus program that’s offered to all associates.
Learning and development: We prepare you with a comprehensive, paid training program to prepare you for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.
Work-life balance: We value work-life balance with our generous paid time off. You begin accruing hours right off the bat every month, and they increase with tenure. All new hires earn over four weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a new child leave program and paid STD and LTD.
Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.
Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.
Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The fun stuff: Americo participates in the Kansas City Corporate Challenge, which is a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other’s company.
Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
