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Policy Service Associate - 1150
Security Mutual Life
Binghamton, USA
Full-time
Entry · 2+ years experience
Hybrid
USD 19.02-21.03 hourly / hour
Discovered 1 weeks ago
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Description of Duties & Responsibilities
- Process policy surrenders, cancellations, 1035 exchanges, and qualified rollovers. Review policy status and provisions and document transactions contacting policyowner for clarification as necessary. Verify cost basis and complete gain calculations as needed.
- Process beneficiary changes and policy assignments according to State and company guidelines. Process Death Master Registry, and death notifications received from Claims department. Process, update and monitor Authorization to Release Information reports.
- Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge.
- Provide internal and external customer service as needed including but not limited to mailing appropriate forms, interpreting requests, responding to website inquires from policy holders, and completing required processing. Complete service requests assigned from Billing Team and Call Center and process insurance verifications from outside sources.
- Review and process requests for duplicate policies. Review policy status and provisions and document transactions.
- Review and analyze daily and monthly policy and account reports to ensure work is done within set time standards and to verify accuracy.
- Provide and update policy information as directed by Legal department for bankruptcies, tax levies and subpoenas.
- Process lost and un-cashed check forms and complete direct deposit of funds.
- Review and process Court documents per state requirements and consultation with legal department. Review various court documents and interpret with guidance form Legal Department.
- Assist with departmental training as needed.
Required skills & experience
- 2-4 years experience in Customer Care/Support required.
- Intermediate knowledge of Microsoft Word and Excel required.
- 1-2 years experience in an insurance industry or accounting environment preferred.
- Industry recognized certifications preferred.
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