Policyholder Services Associate I

Americo Financial Life and Annuity
  • Kansas City, MO
  • Instant Apply
19 days ago

Job Description

Policyholder Services Associate I

Job Summary

We are currently looking for a Policyholder Services Associate to join our team! Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.

Key Responsibilities

  • Process in-force policy requests
  • Prepare accurate written correspondence to policy owners and agents
  • Create disbursements and financial transactions in accordance with policy processing guidelines
  • Research problem situations to correct user or system errors in support of clients and other business units
  • Work on special projects as assigned
  • Meet all service level agreements on processing requests

Knowledge, Skills, and Abilities 

  • Independent problem-solving abilities
  • Ability to complete less complex financial and non-financial requests
  • Ability to multi-task while accomplishing work-related items
  • Detail-oriented with a strong attention to deadlines
  • Ability to prioritize work to ensure timely completion of all tasks
  • Computer proficiency
  • Excellent organizational skills
  • Typing speed of at least 40 wpm
  • Ability to work in a team environment 

Numbers & Facts

LocationKansas City, MO

Skills

  • Change Requests/Ordersunmatched
  • Computer Skillsunmatched
  • Customer Service Systemsunmatched
  • Detail Orientedunmatched
  • Disbursementsunmatched
  • Establish Prioritiesunmatched
  • File Maintenanceunmatched
  • Financial Transactionsunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Prepare Correspondenceunmatched
  • Problem Solving Skillsunmatched
  • Service Level Agreement (SLA)unmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Typingunmatched

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