Life Insurance Service Rep
- Salary
- $45–$50/hr
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Our client, a major Life Insurance carrier, is seeking a Service Representative with Life Insurance administration experience for a long term contract (2+ years). You can come onboard as our W2 employee or Independent Contractor. No subcontractors. Work can be performed remotely or on a hybrid basis (onsite as needed in Charlotte).
In this role you will be responsible for day-to-day client service and administrative support for life insurance products. This will include ensuring that all transactions are processed according to the company and regulatory standards. These transactions include processing financial and non-financial post-issue transactions, to include maturities, surrenders, cash withdrawals, policy loans, fund transfers, 1035 exchanges, policy changes, beneficiary changes, etc.
KEY RESPONSIBILITIES AND DUTIES:
KEY RESPONSIBILITIES AND DUTIES:
- Process financial and non-financial transactions on life insurance products within service level agreements and with a high degree of accuracy
- Respond to client requests, providing counseling on rules, rights, options, and contract provisions
- Respond to client requests submitted via secured email as well as other forms of written requests
- Researching and/or resolving “Not In Good Order” transactions, while communicating directly with clients regarding action(s) that are needed to resolve
- Perform other post-issue duties as required or assigned
QUALIFICATIONS:
Minimum Qualifications
Minimum Qualifications
- Three or more years of related work experience in the life insurance operations industry with experience in a customer service environment
- Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
- Call Center experience is a plus
Preferred Qualifications:
- Preferred bachelor’s degree in related field or equivalent experience
- Analytical and problem solving skills
- Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other life insurance administration system.
This is a remote position.
Compensation: $45.00 - $50.00 per hour
Our History
Years ago, SynergisticIT founders Carlos Pinzon and Antonio Proto recognized a significant gap in IT consulting and staffing services. On the one hand there are thousands of staffing firms who overload their clients with resumes that do not come close to meeting client needs. Alternatives—such as global consulting firms with costly layers of bureaucracy—achieve great results, but at a very high price.
In response, Carlos and Antonio built a new type of IT staffing company where technical recruiters—all experienced IT professionals—match IT resources to our client’s exact job requirements, providing superior talent at a lower cost and far lower risk.
Our Mission
SynergisticIT’s mission is to match great companies with great talent, serving our clients with professionalism, honesty and integrity.
Our Vision
To be the number one choice of Fortune 1000 companies seeking critical IT talent.
If you are an IT professional who is passionate about IT, join us!
SynergisticIT has been providing leading Fortune 1000 companies and government agencies with top IT talent for over 25 years. Our firm is led by IT professionals so we understand you, respect your talent, and recognize the value you can provide to our clients.
Whether you are seeking a consultant or a full time employee position, we will find a match for you with one of our premier clients. Unlike many other consulting firms, SynergisticIT will prepare you for the interview and support you throughout your consulting engagement.