Policyholder Services Associate I

Job Description

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