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, annuity, and Medicare Supplement Insurance 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. Ability to complete more complex financial and non-financial requests within Life and Annuity products. All processors are responsible to complete processing requests within the standard service level agreement and production output with accuracy. A Policyholder Service Rep II, may also train others, seek additional knowledge, correct errors, trouble shoot 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 insurance industry as a whole
- Must be detailed orientated
- 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 be able to analyze problem and determine course of action to resolve 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 that will get you ready 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 place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. All new hires earn over 4 weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a generous new child leave program, along with 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 Kansas City Corporate Challenge, and it’s 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.
