What are the responsibilities and job description for the Policy Specialist position at National Western?

Category

Administration

Description

Job Summary

The Client Services Policy Specialist is an experience customer support position providing advanced administrative processing of customer requests.

Essential Functions

Serves as primary backup to Client Service Representatives
Reviews Power of Attorney's, Divorce Decree's, Trust documents
Handles all client service complex work types
Performs extensive auditing of all materials, policy change forms, agent handling, etc.
Handles Not Taken requests and refunds
Orders forms and policy information and mails to policyholders
Mails : Annuity maturity letters, IVR and Option Annuity statements, ANNV quotes and letters, Requests for annuity cost basis, and Policy information requests.
Processes cost basis work type through AWD
Records cost basis on computer
Processes simple Beneficiary changes
Processes Ownership Changes and Policy Changes

Knowledge, Skills & Abilities

Strong organizational skills

Demonstrated skill and ability in dealing with the public

Knowledge and skill at applying customer service theories and practices

Strong written and oral communication skills necessary

Basic Computer skills.10-Key by touch or sight.

Prior knowledge of Legal documents preferred

Education & Experience

High school or GED required

5 years customer service experience

2-3 years Prior insurance industry experience

Licenses & Certifications

None required

Completion of LOMA insurance courses I and II required within first year of employment.

Supervision & Leadership

No Supervision responsibilities

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Regular and predictable attendance is required. Overtime may be required at peak times.

The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Proviso

The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.

Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.

The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.

Position Requirements

Full-Time / Part-Time

Full-Time

Compensation Range

47,000-$52,000

Position

Policy Compliance Specialist

Exempt / Non-Exempt

Non-Exempt

About the Organization

National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.

Salary : $47,000 - $52,000

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