Policy Holder Service Specialist, Highland Capital Brokerage

Life Insurance Operations Opportunity in Financial Services

Policy Holder Service Specialist, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Salary: $60,000 - $70,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Policy Holder Service Specialist will be the point of contact for all of Highland's Sales teams and Sales Support in servicing policies where Highland is the Agent of Record. The individual will keep accurate records of all Policy Holder Service requests by documenting pertinent information in Sales Force and following them through to completion.

Education Requirements:

• Associate degree preferred, H.S. Diploma or GED certificate is required.

Responsibilities:

• Develop relationships with VP's and their Advisors to provide support to their clients' life insurance portfolios, such as;
  • Changing life insurance policy owner/beneficiary arrangements
  • Name changes
  • Premium payment services, including providing premium instructions and confirming premium payments
  • Increasing/decreasing premium payments and death benefit changes
  • Updating addresses
  • Canceling policies
  • Processing policy loans/withdrawals
  • Processing insurance claims upon the death of an insured
  • Obtaining policy values
  • Ordering and/or running In Force illustrations

• Enter and maintaining detailed client information in a Sales Force and/or other internal systems as required
• Perform any changes necessary to support VP, Advisor, or internal requests, such as obtain necessary forms, complete and process forms, submit requests and follow-up with carriers and/or clients, and update internal systems.
• Develop strong familiarity with carrier's process regarding obtaining In Force information
• Organizes and prioritizes workload to ensure information requested is received and logged in a timely manner
• Uses reporting in Sales Force to track activity requests related information requests and to provide management reporting
• Keep an updated list of all carrier contact information to include e-mail addresses, contact numbers or websites where applicable of the carrier PHS teams

Basic Requirements:

• Experience working with individual life insurance (or) an individual who possesses other skills listed and is interested in learning about life insurance
• Advanced skills with MS Office (Outlook/Excel/Word)
• Strong verbal and written communication skills
• Strong diligence with the ability to organize, prioritize, follow through and multi-task
• Collaborator
• Strong customer service orientation
• Strong initiative to accomplish tasks, and meet deadlines
• Motivated to add value and build long-term relationship

Preferred Requirements:

• Prior experience in Life Insurance is a plus