Policy Change Specialist

Summary:

The International Policy Change Specialist will be responsible for supporting and maintaining the International Client Services department.  

Essential Duties and Responsibilities:

• This position is responsible for reviewing and processing updates applications for annuity or life insurance ensuring applications meet technical, legal and underwriting guidelines
• May calculate premiums
• Refers or consults with specialists or supervisor on more complex applications
• Handles phone inquiries from other areas, policy holders and/or agents
• Enters new applications into database ensuring documentation is in compliance with Company standards and legal policies
• May assemble or assist others in assembling the new policy and maintaining filing systems.

Knowledge, Skills & Abilities

• Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
• Ability to perform complex manual mathematical calculations
• Strong organizational skills
• Knowledge of IRS tax free exchanges and transfer rules preferred
• Demonstrated skill and ability in dealing with the public
• Knowledge and skill at applying customer service theories and practices
• Strong written and oral communication skills necessary
• Bilingual in Spanish

Education & Experience

• High school or GED required with 1 year office or call center customer service experience; Or, associate’s degree (preferred) with no other experience required
• Prior insurance industry experience preferred

Licenses & Certifications

• None required

Supervision & Leadership

• No Supervision 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.
• Regular and predictable attendance is required.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Ability to work remotely as needed by the business.

Statement of Other Duties Provision:

• The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.
• Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.