Policy Compliance Specialist I

Job Summary: The Policy Compliance Specialist I is a mid-level customer support position that reviews and investigates Insurance Dept. inquiries or complaints including decisions in preparing appropriate correspondence; requesting and reviewing agent responses; and providing final position or resolution to the Insurance Dept. By statute, these complaints require timely and thorough communication. Untimely or incorrect responses could subject the company to penalties and/or lawsuits. Essential Job Functions: Consult with NWL Legal Dept. and Marketing Dept. regarding Insurance Dept inquiries or complaint responses Make recommendations to management regarding agent actions discovered in Insurance Dept. complaints Log in consumer and Insurance Department complaints and maintain detailed complaint file for the Company as required by statute. Review complaint history for previous agent complaints Open and determine disposition of incoming mail received by POS Vice Presidents Mail correspondence and send faxes for Vice Presidents Indexes mail and transfers work to the proper Vice President Responsible for providing Schedule A information to qualified plans and administrators Make qualified plan trustee, address, and administrator changes to mainframe Assist agents and policyholders with general policy information Order Universal Life projections for International and Domestic agents Handle annual IRS and SEP mailings and follow-up research Research unidentified checks and deliver to proper department Prepare verification letters to auditors for Qualified Plans 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. Aware of updates that may change Insurance Dept. requirements. In depth knowledge of NWL products, supporting product documents and company policies. Knowledge of Insurance Dept. requirements for inquiry or complaint responses, including time limits, penalties, format and other required information that varies by state. Education and Experience: High school or GED required, associate degree preferred 2-3 years customer service experience Prior insurance industry experience Completion of LOMA insurance courses preferred Supervision & Leadership: No Supervision responsibilities

Salary : $47,000 - $52,000