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Form of workAt Southern Farm Bureau Life Insurance Company, our Mission is to be the life insurance company of choice for our Farm Bureau family. Our focus is to provide competitive products and superior customer service to our Farm Bureau policyholders and agents, while observing the highest ethical standards. Southern Farm Bureau Life Insurance Company continues to build on over 75 years of success with an outlined strategic vision, defined core values and above all, our employees. Our Company strives to provide a workplace with an outstanding culture, focusing on the development, growth and engagement of its employees.
We are looking for candidates who model our Company's Core Values which are:
- COMMITMENT TO SERVICE - recognizes that serving our agents, policyholders, and employees is the foundation of our success
- RESPECT FOR PEOPLE - values individual's unique talents, backgrounds, and experiences
- INTEGRITY- upholds the highest ethical standards in all of their actions
- ACCOUNTABILITY FOR RESULTS - commits to getting the job done by taking ownership of their work
- COMMITMENT TO TEAMWORK - understands, appreciates, and respects each individual's roles on their teams
- COURAGE TO ACT - acts in the best interest of the Company
Our Retirement & Tax Services department is looking for a Retirement Service Specialist to answer questions from agents and policy owners concerning retirement plans such as Traditional and Roth IRAs, Non-Qualified annuities, pension plans, and annuities that are currently set up on a payout plan
The qualifications are:
- Bachelor's degreeor Associate's degree and two years' Customer Service related experienceor five years' customer experience (i.e. call center, banking, insurance, etc.)
- Basic Windows knowledge
- Strong organizational skills
- Strong communication skills, both oral and written
The role responsibilities are:
- Answer telephone inquiries regarding policies, procedures, and handle all service related issues.
- Determine appropriate forms, requirements, and computer transactions to accomplish service requests.
- Determine whether requests for policy distribution are properly authorized; request checks.
- Correspond with customers to provide excellent service to all customers.
- Serve as back-up for all positions in the department.
- Administer and maintain supplementary contracts, matured annuities, and inforce annuities.
- Process supplementary contracts of all types; knowledgeable of company and IRS rules regarding these contracts.
- Have extensive knowledge in our annuity products and a good understanding of the entire phase of an annuity contract.
