Position: Life Policy Service Associate
Department: Life Operations
Reporting to: Life Operations Manager
Location: Topeka, KS - Onsite
Overview:
Join our dynamic Life Inforce team as a Life Policy Service Associate and play a pivotal role in enhancing the customer experience for our valued producers. If you are passionate about delivering top-notch support and have a knack for efficient problem-solving, we want you! In this role, you'll be the first point of contact through the Inforce phone line, handle crucial service documents, and lend a helping hand on special assignments and projects.
We're seeking a proactive candidate with stellar communication skills, sharp attention to detail, and the ability to thrive both independently and as part of a collaborative team.
What you'll do:
- Handle service requests, including death claims, policy values, statements, and premium information
- Process and submit policy service documents
- Manage incoming calls in the Inforce phone queue
- Process incoming/outgoing mail
- Support Sales VPs and Case Managers with Inforce inquiries
- Process and submit premium payments to carriers
Experience you'll bring:
- Detail-oriented, focused on quality in all aspects of your work
- Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
- Excellent organizational skills, capable of managing a heavy workload and adapting to shifting priorities
- Resourceful in problem-solving and optimizing resources
- Ability to work independently and collaboratively within a team
- Ability to handle confidential information with discretion and professionalism
Bonus Points:
- Bachelor's degree
- 2-year experience in life insurance industry
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
life insurance, 401(k)
May 01, 2025