What are the responsibilities and job description for the Life Advocate I position at Horace Mann?
Horace Mann is a purpose-driven company that is passionate about educators. Life Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities:
- Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation.
- Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality.
- Effectively and consistently communicate with the field sales team and clients with professional and concise delivery.
- Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations.
- Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements.
- Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements.
- Learn and demonstrate basic life and retirement product and industry knowledge.
- Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules.
- Provide updates as required on assigned work to ensure transparency of service-level expectations.
Requirements:
- H.S. Diploma or GED equivalent, required.
- Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred.
- Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications.
- Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines.
Pay Range:
- $16.00 - $25.00 per hour.
Salary is commensurate to experience, location, etc.
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Salary : $16 - $25
