Company

Columbian Financial GroupSee more

addressAddressRemote
type Form of workFull-time
salary Salary$35,000 - $37,000 a year
CategoryEducation/Training

Job description

Essential Functions

Handle a high volume of telephone calls and respond appropriately to our agent and policyholder requests.

Responsible for processing address, beneficiary, ownership, third part designee changes; duplicate policies and policy certificates and reinstatements; cash disbursements for surrenders, loans, dividend withdrawals, and maturity payouts.

Prepare correspondence to agents and policyholders using template letters/memos.

Desire to develop an understanding of all products sold and administered.

Must be willing to take and pass two self-study Life Office Management Association exams within 1.5 years of hire.

Minimum Qualifications

High school graduate or GED

Keyboarding, 30 w.p.m.

Working knowledge of Microsoft Word and Excel.

Excellent verbal/telephone communication skills.

Attention to detail.

Basic life insurance background and/or one year of Customer Service experience helpful.

Job Type: Full-time

Pay: $35,000.00 - $37,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Referral program
  • Vision insurance
  • Work from home

Shift:

  • 8 hour shift
  • Day shift

Weekly day range:

  • Monday to Friday

Work setting:

  • Remote

Work Location: Remote

Benefits

Health insurance, Dental insurance, 401(k), Paid time off, Work from home, Parental leave, Vision insurance, 401(k) matching, Life insurance, Referral program
Refer code: 8503198. Columbian Financial Group - The previous day - 2024-03-08 20:02

Columbian Financial Group

Remote
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