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Marquand

    Insurance Service Specialist - Indianapolis, United States - Indiana Fram Insurance

    Indiana Fram Insurance
    Indiana Fram Insurance Indianapolis, United States

    2 weeks ago

    Default job background
    Description
    Responsibilities:
    • Managing and processing life insurance policy changes.
    • Determining and requesting the necessary documentation or paperwork needed to support a policy change.
    • Reviewing submitted documentation for accuracy and completion.
    • Responding to income emails, phone calls, and faxes promptly.
    • Calculating term conversion credits and agent's commissions.
    Requirements for Success:
    • High School diploma or GED equivalent; with 1 year of customer service experience, financial services experience is preferred.
    • Ability to learn our life products, policies, provisions, and regulatory guidelines quickly.
    • Excellent verbal/written communication, attention to detail, and the ability to actively listen.
    • Ability to manage complex tasks utilizing an intermediate math/accounting skillset.
    • Proper time management and the ability to meet deadlines.
    • Willingness to learn/retain utilization of computer systems essential for the job functions, including Microsoft Office, and internal processing systems.
    • Ability to practice a high level of confidentiality, organization, and attention to detail.
    IFBI Perks:
    • An organization that values work/life balance
    • Paid Vacation/Sick Leave
    • 401K w/ Match
    • Potential for a yearly bonus with a possible payout of up to 20% of the salary
    • Benefits eligibility within 30 days of employment
    • Collaborate in a team environment
    • Paid volunteer hours
    #HO

    #LI-BB1
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