Policy Owner Service Representative
Farm Family - Glenmont, NY

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About Farm Family:

Farm Family is a group of insurance companies headquartered in Glenmont, New York, just 2 miles south of Albany, and is part of the American National family of companies. The Farm Family group has over $500 million annual revenue and over $2 billion in assets.

Farm Family offers a competitive salary and benefits package, including 401(k), flexible Paid Time Off, Education Assistance and Flexible Spending programs.

Farm Family is looking for a Policy Owner Service Representative to join our Life Company!

Job Description: This position entails providing prompt and courteous service to our policyholders through processing requested policy changes, researching and resolving policyholder issues as well as providing service over the telephone.

Essential functions include:
· Computer operation for proper updating, information gathering, and correction of all life, medical, and annuity policy master records.
· Responsible for cash disbursement of dividends, loans, surrenders, 1035 Exchanges, etc.
· Input and update incoming and completed cases in the tracking system.
· Responsible for calculation of figures relative to casework and tax reporting.
Requirements:
· Associate’s degree or higher strongly preferred.
· 1-2 years prior experience in life insurance strongly preferred.
· Proficiency with Windows, Excel and Word.
· Excellent communication skills
In support of a safe, drug free environment, criminal background checks and drug & alcohol testing are part of our hiring process. EOE

Farm Family - 2 years ago - save job - copy to clipboard