Production Service Representative

Job Description

Job Description

The Boston Mutual Life Mission

We provide access to insurance solutions designed to protect you, your future, and the people you care about because you and your family matter.

Every employee at Boston Mutual plays a part in delivering the experience we want for our customers, partners, and one another. Through each interaction and decision, we’re all accountable for bringing our mission to life and reinforcing a consistent, customer-centered approach.

You’ll be part of a team that makes a difference for families, supports one another, and takes pride in the impact we make, with our Guiding Principles shaping how we show up and work together every day.

• Customer Focus – Responding to internal and external customers in a timely, thoughtful way
• Collaboration – Partnering across teams to move work forward and get results
• Focused Priorities – Concentrating on the work that matters most to drive impact
• Resilience – Adapting and moving forward when challenges arise
• Corporate Citizenship – Supporting community engagement and helping build trust inside and outside the organization

These principles set clear expectations for how we work, make decisions, and deliver results.

Statement of Position

Under limited supervision, the Production Service Representative is responsible for processing a variety of policyholder requests and inquiries while providing exceptional Customer Service to internal and external stakeholders.

The Production Service Representative is expected to:

• Process policy and administrative changes. These changes may include but are not limited to cancellations and check disbursements for all loan and cash surrendered requests, seeking approval for requests over $10,000.00.
• Investigate policies as needed, often in collaboration with other areas of the business.
• Provide customer service through written and verbal correspondence to internal and external customers as needed.
• Involvement in department and corporate projects.
• Participates in presentations, training, and team meetings. Is available for mentoring and assistance on cases and policy questions for newer reps.
• Performs other duties and/or projects as needed or required.

JOB REQUIREMENTS AND QUALIFICATIONS

Education: High School Diploma or GED required; Associates Degree preferred.

Experience: Minimum of 2 years of equivalent business experience required. Experience in accounting or bookkeeping highly preferred. Insurance experience and/or knowledge is preferred.

Knowledge Requirements:

• Excellent written/verbal communication skills.
• Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
• Excellent interpersonal skills and the ability to effectively build and extend relationships.
• Excellent working knowledge if Microsoft Office Word and Excel.

Certifications/Licensures: N/A

Hybrid Work Model

At our Omaha location, employees will be working either Mondays & Tuesdays on site or Wednesdays & Thursdays on site due to limited space at this time.

At our Canton location, employees will be on site Monday - Thursday starting 5/1/23.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.

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