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Fargo

    Customer Service for Corporate Clients - Fargo, United States - Sammons Financial Group

    Sammons Financial Group
    Sammons Financial Group Fargo, United States

    3 weeks ago

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    Description

    ** Customer Service for Corporate Clients**

    **Job Category****:** - Customer Service **Requisition Number****:** CORPO03830 Showing 1 location **Job Details**

    **Description**

    Sammons Financial Group Companies offer some of todays most sought after life insurance, annuity, and retirement planning products. Unlike most financial organizations, our companies are not publicly traded, which means were focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

    **What you can expect when you join Sammons Financial Group:**

    A casual dress code including jeans

    A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture

    Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO and generous number of paid holidays

    Great benefits including medical, dental, vision, wellness plan, charitable giving programs, education assistance to name a few

    ESOP-A generous 100% company funded retirement plan

    Job Summary:

    Provide customer service and administrative support for all markets served by the Corporate Markets business unit. Review and process new business for the pension market.

    Essential Functions:

    Responsible for delivering in force policy customer service via telephone (inbound and outgoing), email or written communication to distributors and policy owners in the bank, credit union and insurer market that meet or exceed customer expectations.

    Review and validate all inforce business forms for inforce policy service, process premium billings and payments, request in force illustrations, process premium refunds, prepare annual reports, process mergers and ownership changes, process loans and withdrawals, process claims, process policy changes including option to transfer insureds and face amount changes, ensure all required documents are in imaging, as well as handle various general inquiries.

    Deliver new business and in force contract customer service in the pension market to distributors and policy owners in the pension market that meets or exceeds customer expectations, as well as provide ongoing service to certificate holders that meet or exceed expectations.

    Review and validate all new business forms, code contracts and certificates, create electronic or paper files, place cases on paid business, handle contract and certificate mailing and delivery requirements, ensure all required documents are in imaging, as well as handling various general inquiries

    Review and validate all inforce business forms for inforce certificates, validate monthly payments and deaths, initiate individual payments as needed, change bank account and address information as needed, process claims, ensure all required documents are in imaging, as well as handle various general inquiries.

    Maintain current knowledge through industry groups such as Capital Administration Group.

    Manage relationships with distributors via quality service and face-to-face meetings to set expectations.

    Serve as backup for other Corporate Markets positions as needed.

    Make sound business decisions by utilizing critical thinking while maintaining written and verbal quality within departmental standards on a consistent basis.

    Communicate professionally and positively with internal and external customers with a focus on excellent service and organization success.

    Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)

    As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

    Qualifications:

    Bachelor's Degree or equivalent work experience in the life industry preferred

    Minimum 2 years' customer service experience with proficiency in mainframe and PC technology preferred

    Demonstrates flexibility to adapt quickly to change, possesses strong technical, analytical and problem-solving skills to identify solutions to various situations and manages multiple priorities within stated timeframes

    Demonstrates core values of accountability, openness, integrity and respect

    Demonstrates excellent oral and written communication skills, including presentation skills

    Demonstrates strong interpersonal and relationship building skills

    Demonstrates ability to contribute to and share resources within a team environment

    Proficient use of PC and Microsoft Office products

    Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records

    **Qualifications**

    **Skills**

    **Behaviors**

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    **Motivations**

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    **Education**

    **Experience**

    **Licenses & Certifications**

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