What are the responsibilities and job description for the Policyholder Services Associate I position at Americo Financial Life and Annuity?
Policyholder Services Associate IJob SummaryWe are currently looking for a Policyholder Services Associate to join our team! Our Policyholder Services department maintains files, processes change requests, and provides status updates for all in-force policies within Americo's administrative systems, in accordance with State and Federal guidelines.Key ResponsibilitiesProcess in-force policy requestsPrepare accurate written correspondence to policy owners and agentsCreate disbursements and financial transactions in accordance with policy processing guidelinesResearch problem situations to correct user or system errors in support of clients and other business unitsWork on special projects as assignedMeet all service level agreements on processing requestsKnowledge, Skills, and Abilities Independent problem-solving abilitiesAbility to complete less complex financial and non-financial requestsAbility to multi-task while accomplishing work-related itemsDetail-oriented with a strong attention to deadlinesAbility to prioritize work to ensure timely completion of all tasksComputer proficiencyExcellent organizational skillsTyping speed of at least 40 wpmAbility to work in a team environment