What are the responsibilities and job description for the Retirement Analyst position at SFBLI?
Job Opportunity: Retirement Analyst at Southern Farm Bureau Life Insurance
Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Retirement Analyst, you’ll be an essential part of our Retirement and Tax Services team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: Under minimum supervision, the Retirement Analyst answers questions from agents and policy owners concerning traditional life, health, disability income, universal life, adjustable premium life, annuities, and long-term care. Performs the appropriate transactions to accomplish service requests on these policies. The Retirement Analyst has an area(s) of expertise, but also cross-trains in all aspects to master service of all products.
Your responsibilities will include:
- Answer telephone inquires regarding policies, procedures, and handle all service related issues.
- Determine appropriate forms, requirements, and computer transactions to accomplish service requests.
- Determine whether requests for policy distribution are properly authorized; request checks.
- Correspond with customers to provide excellent service to all customers.
- Serve as back-up for all positions in the department.
- Administer and maintain supplementary contracts, matured annuities, and inforce annuities.
- Process supplementary contracts of all types; knowledgeable of company and IRS rules regarding these contracts.
- Have extensive knowledge in our annuity products and a good understanding of the entire phase of an annuity contract.
Qualifications:
- Bachelor’s degree or Associate’s degree and two years’ Customer Service related experience or five years’ customer experience (i.e. call center, banking, insurance, etc.)
- Two years' experience as a Specialist or equivalent customer service experience
- In-depth knowledge of servicing of SFB products
- Proficient knowledge of tax laws as they pertain to SFB products
- Basic Windows knowledge
- Proficient knowledge of all policy administration systems and sub-systems, and Ingenium
- Strong organizational skills
- Strong communication skills, both oral and written
- Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills
- Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork
- Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative
- Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development
Employee Benefits: We value our employees’ well-being and offer a comprehensive benefits package:
- Health Insurance:
- Comprehensive coverage for employees and their families.
- Access to an onsite clinic, preventive care, and prescription drugs.
- Mental health coverage and an Employee Assistance Program.
- Active Lifestyle Rewards Program:
- Incentives for maintaining an active lifestyle.
- Rewards for participating in fitness challenges and wellness activities.
- Weight Management Programs:
- Customized weight management plans.
- Support for achieving and maintaining a healthy weight.
- Employee Engagement:
- Opportunities to connect with colleagues.
- Fun teambuilding activities.
- Annual events for employees and their families
- Company Picnic, Thanksgiving lunch, Christmas Reception.
- Family Fun Night
- Onsite Cafe:
- Convenient access to nutritious meals.
- Promoting healthy eating habits.
- Learning & Development:
- Continuous learning opportunities.
- Tuition reimbursement for further education.
- Mentorship Programs:
- Pairing employees with mentors.
- Professional growth and guidance.
- Promotional Opportunities:
- Advancement within the company.
- Career growth prospects.
- Life Insurance and Company-Funded Pension:
- Financial security for employees and beneficiaries.
- Retirement planning.
- Volunteer Days:
- Paid time off for volunteering.
- Contributing to the community.
