What are the responsibilities and job description for the NBL Ops Support Specialist position at Primerica?
Join our Team
Our location is located in Long Island City, NY.
National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there.
About This Position
The Operations Support Specialist involves receiving and processing all forms of communications from original line and student life policy holders. The Ops Specialist maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business.
Responsibilities And Qualifications
Schedule: Hybrid role, 40 hours per week working Monday – Friday 8:30 a.m. to 5:30 p.m.
Salary Range: $47,000 - $54,000
Hybrid Work Requirements
Download – 15 mbps
FLSA status: This position is exempt (not eligible for overtime pay): No
Our Benefits
At National Benefit Life, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Our location is located in Long Island City, NY.
National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there.
About This Position
The Operations Support Specialist involves receiving and processing all forms of communications from original line and student life policy holders. The Ops Specialist maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business.
Responsibilities And Qualifications
- Deliver exemplary customer service to NBL customers
- Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly.
- Recognizes priority situations and understands when to notify appropriate parties.
- Strong computer skills and proficient with Microsoft Office 365
- Minimum 2 years of customer service experience is required
- Excellent customer service, verbal and written communication skills
- Ability to work independently without close supervision
- Ability to set priorities and act with sense of urgency
- Ability to communicate and work effectively with leaders and associates at all levels
- Excellent organizational skills, including the ability to manage multiple priorities simultaneously
- Analytical ability, mathematics skills, knowledge of recordkeeping and attention to detail
- Thorough working knowledge of Life Insurance operations
- Knowledge of NBL policies and structure
- Strong interpersonal relationship skills and ability to communicate professionally with irate customers
- Cash Surrender & Loan Processing
- Reinstatement, Reversion & Reg 60
- Title Change Processing
- Whole Life Conversion & Stand Alone ADB Processing
- Customer Service
- Imaging & Report Processing
- Balance and update reports for vendors
- Review reports and perform mailings for aged and paid-up policies
- Review and respond to incoming correspondence
- Process duplicate policies for old and current product policies
- Process address changes for old and current product policies
- Demonstrate strong customer orientation and take responsibility to ensure customers are satisfied
- Contribute to team effort by accomplishing related results as needed
- Perform various administrative and customer service-related duties
- Contribute to team effort by accomplishing related results as needed
- Annuity death claims
- Weekly Status Report
- Maintenance of 1099 system
Schedule: Hybrid role, 40 hours per week working Monday – Friday 8:30 a.m. to 5:30 p.m.
Salary Range: $47,000 - $54,000
Hybrid Work Requirements
- A laptop will be supplied to you
- You must provide Internet Access with speed requirements of
Download – 15 mbps
FLSA status: This position is exempt (not eligible for overtime pay): No
Our Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
At National Benefit Life, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Salary : $47,000 - $54,000
