Payments & Benefits Representative

Pan-American Life Insurance Group (PALIG) is seeking a Payments & Benefits Representative to join our U.S. Life Operations team. In this role, you will provide world-class customer service while servicing in-force policy contracts via telephone, email, and written requests. You'll handle inquiries from policyholders, government entities, and agents, process disbursements (loans, surrenders, outgoing 1035 transfers), manage payment processing, and update policy records.

ESSENTIAL FUNCTIONS:

Customer Service

• Respond to telephone inquiries clearly and professionally, ensuring resolution before the call ends
• Address email requests within 24 hours, providing accurate and courteous responses

Processing

• Process written requests and payments by managing assigned work queues
• Ensure all requests are completed within established processing standards

Inforce Illustrations

• Request inforce illustrations through the Mutual Trust Agent Website or via a Math Analyst

1099 Inquiries

• Respond to and explain any 1099-related inquiries throughout the year

KEY REQUIREMENTS:

• High School diploma or equivalent
• Experience in customer service (telephone), life insurance, or related industry; and completion of LOMA 280/281 or Level 1 within 12 months of employment are highly preferred

Knowledge, Skills & Abilities (KSAs):

• Strong knowledge of computer applications and basic functions
• Basic math and accounting skills
• Problem-solving and attention to detail
• Professional communication skills (verbal and written)
• Strong organizational skills and ability to multitask under pressure
• Ability to prioritize work and balance multiple tasks effectively
• Ability to work independently and adjust to changing business needs, including overtime and Saturdays
• Commitment to quality, deadlines, and delivering exceptional customer service

What We Offer:

• Competitive compensation package (base salary & bonus). Base pay range $13.70/hour to $18.90/hour, (based on experience) plus annual bonus.
• Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
• Medical and dental coverage available starting the first of the month following 30 days of service
• Hybrid work opportunities

About Us:

Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses across 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands through its U.S.-based member companies-Pan-American Life Insurance Company and Pan-American Assurance Company.

At PALIG, our employees are our greatest asset. We value collaboration, trust, and the confidence of our policyholders. Our long-standing commitment to excellence continues to drive our success.

Pan-American Life is an Equal Opportunity Employer and a Drug-Free Workplace.