What are the responsibilities and job description for the In-Force Financial Assistant/Associate position at American Life Financial Partners, LLC.?
In-Force Financial Assistant/Associate
American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as a In-Force Financial Assistant/Associate (depending on experience). We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs).
Summary/Objective
We are seeking an experienced In-Force Financial Assistant/Associate to join our team. The successful candidate will be responsible for managing and maintaining our policies and ensuring compliance with company and regulatory policies.
Essential Functions
- Financial Transactions: Handle financial transactions related to in-force policies, such as premium payments, policy loans, withdrawals, and surrenders.
- Customer Service: Respond to customer inquiries and requests regarding in-force policies, providing accurate information and resolving issues efficiently.
- Data Entry and Maintenance: Ensure all policy data is accurately entered and maintained in the company’s systems.
- Compliance: Ensure all activities are performed in compliance with company policies and regulatory requirements.
- Collaboration: Work closely with other departments, such as underwriting, claims, and customer service, to ensure seamless operations and exceptional customer service.
- Continuous Improvement: Participate in process improvement initiatives to enhance the efficiency and accuracy of in-force operations.
Competencies
- Excellent communication and interpersonal skills.
- Strong attention to detail and ability to work accurately in a fast-paced environment.
- Some knowledge of insurance regulations and policy administration.
- Ability to analyze and interpret policy documentation.
- Proficient in Microsoft Office Suite and experience with database management systems.
Required Minimum Qualifications
To qualify for the Assistant level, you must have:
- High School Diploma or GED
- 6 months of customer service experience
- Must be proficient in using a computer
- Experience in the Insurance industry is preferred
To qualify for the Associate level, you must have:
- High School Diploma or AA Degree
- 1-year experience in a similar insurance/annuity-related processing role as a customer service representative or 2 years experience with processing financial transactions.
- Or 6 months of experience internally
- Must be proficient in using a computer
- Must have basic Excel knowledge
- Familiar with work flow management systems.
We offer a competitive salary, comprehensive benefits package, and opportunities for career growth within our organization. If you are a self-motivated and results-driven individual with a passion for insurance policy management, please submit your application today.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear people over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed.
Travel
No travel is expected for this position.
Work Authorization/Security Clearance
Must be eligible to work in the United States.
AAP/EEO Statement
American Life is an Equal Opportunity Employer.
If you need assistance or an accommodation due to a disability, you may contact us at 402-489-8266.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Salary : $19 - $20