What are the responsibilities and job description for the Conservation Analyst position at Home Office Careers?
Are you detail-oriented and organized? If so, Modern Woodmen of America is looking for a Conservation Analyst to assist our Field Representatives with policies and procedures regarding conservation and retention of business. You would also provide options directly to our members as requested. This includes handling escalated, complex cases.
Modern Woodmen of America is the nation’s third largest fraternal benefit society with assets over $17B. Fraternal benefit societies are unique membership organizations with peculiar names that pair the “member owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.
Responsibilities:
- Provide options to members regarding certificate conservation. Ability to handle unusual/complex cases.
- Assist Field representatives and members with conservation of CustomLife (CL) certificates. Notify Field representatives of CL certificates in jeopardy of expiring. Troubleshoot problems and provide options to retain the CL member and premium.
- Provide conservation options to members who are considering replacement or surrender of their Modern Woodmen contract.
- Provide general assistance to Field representatives on product questions and in competitive or replacement situations.
- Provide assistance to Field representatives and members on conservation options available for qualified and non-qualified annuity transfers as well as surrenders and partial withdrawals over specified limits.
- Assist with implementation, recordkeeping and processes related to business and membership retention.
- Train as backup for other Conservation staff members’ duties.
- Notify Field of requests received from outside companies for member information.
- Administer re-entry program.
What we need:
- High School Diploma or better. Three years relevant experience preferred.
- Superior customer service skills.
- Strong attention to detail and accuracy.
- Ability to organize and prioritize daily tasks and to work independently.
- Ability to resolve issues in a timely manner and be a productive member of the team.
- Proficient in Microsoft Office.
What we offer:
- Pay: The hourly pay for this position is $21.00. The specific rate will depend on the successful candidate’s qualifications and prior experience.
- Work Arrangements: This is a full-time hybrid position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Hybrid positions work at least 3 days in office and the remaining days each week working from home. Employees beginning to work in a new hybrid role will be asked to work on-site (5 days a week) during the initial training period which may be up to 1 year.
- Stability: Modern Woodmen has been Modern Since 1883SM and exists for our members. We make long-term decisions that provide stability to our employees, financial representatives, and members.
- Respect for Personal Time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
- Professional Growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
- Great Culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
- A Beautiful Office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
- On-site café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
- Exceptional Benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
- Company-paid retirement plan
- Matching 401(k) Plan
- Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents’ premiums.
- Group Term Life Insurance
- Long-term and short-term disability.
- Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.
