Responsibilities:
- Processing life insurance policy changes.
- Determining the required documentation and paperwork needed.
- Requesting and verifying documentation to make requested updates and complete IRS transactions.
- Responding to communications received by email, phone, and fax.
- Calculating gain quotes and taxation.
Requirements for Success:
- High School diploma or GED equivalent; with 1 year of customer service experience.
- Ability to learn our life product, policies, and provisions quickly.
- Knowledge or willingness to acquire knowledge of regulatory guidelines.
- Excellent listening, attention to detail, and verbal/written communication skills.
- Intermediate math or accounting skills.
- Proven success in meeting deadlines, and handling complex tasks such as calculating gain.
- Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned.
- Ability to maintain a high level of confidentiality.
IFBI Perks:
- An organization that values work/life balance
- Paid Vacation/Sick Leave
- 401K w/ Match
- Potential for a yearly bonus with a possible payout of up to 20% of the salary
- Benefits eligibility within 30 days of employment
- Collaborate in a team environment
- Paid volunteer hours