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Waco

    AIL Reinstatement Clerk-Remote - Waco, United States - American Income Life

    American Income Life
    American Income Life Waco, United States

    4 weeks ago

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    Description
    Job Description

    This position will primarily be responsible for completing various tasks for American Income Reinstatement initiatives. The Reinstatement Clerk will also assist with other clerical tasks for the Customer Retention department. This position will collaborate with the Back Office Clerks, Analysts, as well as department management. This is an entry level position with promotion opportunity to other positions within the Customer Retention Department.

    The general responsibilities and duties of this position include, but are not limited to:
    • Use of multiple systems to determine eligibility of reinstatement, process transactions, and Agent Bonuses
    • Complete and track processes completed
    • Follow-up to ensure transactions completed processed successfully
    • Communicate task progress and concerns
    • Adhere to the policies and procedures set within the department
    Other duties as assigned by management

    Required Skills
    • Excellent verbal & written communication skills
    • Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and general working knowledge of Internet for business use.
    • Ability to learn new computer systems
    • Teamwork - Commitment to the successful achievement of team and organizational goals
    • Possess a professional and friendly attitude and be able to quickly develop a rapport with team members
    • Detail oriented
    • Meet/maintain key performance metrics and quality assurance requirements
    Required Experience
    • High school diploma or equivalent. Some college preferred.
    • Some insurance and/or sales experience preferred
    • Prior life insurance experience preferred
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