Conservation Analyst

Conservation Analyst

Are you looking for a position where you can make a lasting impact? As a Conservation Analyst, you will be at the forefront of preserving and retaining our valuable members. You will work closely with financial representatives to implement and refine policies and procedures, providing personalized options directly to our membership. Tackle challenging, escalated cases with expertise, and assist in the administration of conservation programs. You will also play a key role in analyzing and reporting on success of our conservation efforts. If you are detail-oriented, proactive, and eager to contribute to meaningful initiative, we welcome you to apply now!

Modern Woodmen of America is the nation’s third largest fraternal benefit society with assets over $18B. Fraternal benefit societies are unique membership organizations with peculiar names that pair the “member owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.

Responsibilities:

• Provide options to members regarding certificate conservation. Ability to manage unusual/complex cases.
• Assist financial representatives and members with conservation of Universal Life certificates. Notify financial representatives of Universal Life certificates in jeopardy of expiring. Troubleshoot problems and provide options to retain the Universal Life member and premium.
• Provide conservation options to members who are considering replacement or surrender of their Modern Woodmen contract.
• Provide general assistance to financial representatives on product questions and in competitive or replacement situations.
• Aid financial representative and members on conservation options available when members are wanting to surrender, are loan terminating or requesting to a take loan or partial withdrawal.
• Assist with implementation, record keeping and processes related to business and membership retention.
• Train as backup for other Conservation staff members duties.
• Notify financial representatives of requests received from outside companies for member information.
• Administer re-entry program.

What we need:

• High school diploma required.
• Three years relevant experience.
• Strong customer service and attention to detail.

What we offer:

• Pay: The hourly pay for this position is $21.00. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time hybrid position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Hybrid positions work at least 3 days in office and the remaining days each week working from hom Employees beginning to work in a new hybrid role will be asked to work on-site (5 days a week) during the initial training period which may be up to 1 year.
•  Stability: Modern Woodmen has been Modern Since 1883_SM and exists for our members. We make long-term decisions that provide stability to our employees, financial representatives, and members.
• Respect for Personal Time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
•  Professional Growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great Culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A Beautiful Office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
• On-site café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
• A Thriving Local Community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season.
• Exceptional Benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:

• • Company-paid retirement plan
  • Matching 401(k) Plan
  • Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents’ premiums.
  • Group Term Life Insurance
  • Long-term and short-term disability.
  • Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.

Salary : $21