The Life Service Specialist provides support to our agents and policy owners to provide them with information concerning our traditional life, health, disability income, universal life, adjustable premium life, and long-term care policies. This position performs the appropriate transactions to accomplish service requests on these policies.

The qualifications are:

• Bachelor’s degree or Associate’s degree and two years’ Customer Service related experience or five years’ customer experience (i.e. call center, banking, insurance, etc.) Basic insurance knowledge preferred
• Prior customer service experience preferred
• Basic Microsoft Office knowledge preferred (Including basic word and basic windows)
• Good typing skills (25 wpm)
• Good organizational skills
• Good communication skills, both oral and written
• Good multi-tasking abilities
• Handles product related requests and provides support to our agents and policy owners and resolves product or service related issues.
• Multi-tasks between answering calls and processing transactions.
• Correspond with agents, policyowners, banks, etc. to supply general policy information such as policy values, paid-to date, beneficiary of record, benefits, basic 1099-INT and 1099-R information, etc.
• Process transaction requests from policy owners and agents including: addresses, name/beneficiary/ownership, mode changes, dividend option changes, assignments, policy loans, policy surrenders, etc.
• Determine appropriate forms or requirements needed to accomplish certain service requests on policies; verify forms are completed correctly; endorse forms when appropriate.
• Quote general policy information and policy values (cash values, dividend values, loan values, etc.) and determine whether requests for policy distribution are properly authorized.
• Research and apply payments received; contact the policy owner and agent when necessary.
• Send copies of annual reports, tax forms, premium notices, and other requested information.
• Perform basic research on policy transactions.
• Perform appropriate accounting when necessary.
• Enter journal entries in EAS.
• Enter cash disbursements in Ingenium.
• Recognize when to send Client Review Opportunities to our agents to generate potential sales for our policy owners.
• Evaluate and identify opportunities and improvements that positively impact the customer’s experience.

At 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

Education

• Associates or better