Job description

Overview: Under general supervision, this position is responsible for analyzing and answering requests by mail or telephone from policyholders and agents concerning insurance policies.

Job Duties

1. Makes and receives telephone calls to and from agents and policyholders
2. Performs searches of company records to obtain information requested by policy holder
3. Retrieves and returns messages that were left in policy service message queue
4. Processes policy lapses, processes cancellation within 30 day review period, activates policies, ensuring required forms are accurate, updates computer by inputting correct information
5. Interprets policy provisions to determine methods of effecting desired changes such as benefit decreases or method of payment, explains policy and benefit provisions as requested
6. Mails or gives out specified forms and routes completed forms to various units for processing
7. Processes death of insured and waiver of premium, with refunds if necessary
8. Converts policies due to death or divorce
9. Upholds performance standards

• Performs all job duties in accordance with deadlines established by management
• Performs all job duties in accordance with departmental standards for accuracy, quality and productivity

Prerequisites for the Job

• Minimum 1 year previous experience in insurance office or equivalent
• Proficiency in oral and written English language communication
• Willingness to work cooperatively with others
• Detail-oriented
• Able to manage multiple tasks and projects under time constraints
• Previous experience using email, Internet, Windows and Microsoft Office and other applicable computer systems
• Well organized
• High school diploma or GED
• Physical and mental requirements for General Office personnel

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

COVID-19 considerations:
All candidates must show proof of COVID-19 vaccination upon offer given, or become vaccinated after offer is given.

Ability to commute/relocate:

• Woodland Hills, CA 91367: Reliably commute or planning to relocate before starting work (Required)

Experience:

• insurance office or equivalent: 1 year (Required)

Work Location: One location

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