Multilife Inforce Policy Administration Specialist - Financial

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Penn Mutual

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Life Insurance and Annuities

1001 - 5000

Description

• Process Complex Service Requests: Efficiently handle and process complex service requests within established service level agreements, ensuring timely and accurate responses. • Utilize Workflow and Processing Systems: Leverage workflow, imaging, and processing systems to manage intricate non-financial transaction requests, streamlining operational efficiency. • Ensure Compliance and Accuracy: Apply expertise in established procedures and regulatory rules to assess whether requests are in good order, ensuring compliance and minimizing errors. • Communicate with Stakeholders: Proactively contact Financial Professionals or clients for additional documentation or information when necessary to complete requests effectively. • Problem-Solve and Escalate Issues: Use knowledge of complex transactions to troubleshoot unusual situations, addressing challenges promptly and escalating concerns to appropriate channels when needed. • Maintain Quality Standards: Process complex transactions with meticulous attention to detail, documenting records accurately and consistently to uphold high-quality standards. • Coordinate with Illustration Specialist: Collaborate and coordinate with the Illustration Specialist for Inforce illustration inquiries, ensuring accurate and timely responses to client needs. • Manage Inbound Client Calls: Handle inbound calls from Financial Professionals and clients, addressing critical servicing needs and providing clear, effective communication. • Assist Other Inforce Teams: Provide support to other Inforce teams in meeting their goals during downtime, promoting teamwork and operational efficiency. • Drive Process Improvement: Recommend and facilitate process enhancements that continuously improve the overall customer experience, fostering efficiency and satisfaction. • Collaborate with Leadership: Work closely with the leadership team to develop and refine business processes and service standards that align with organizational goals.

Requirements

• H.S. Diploma or Equivalent Required • Bachelor's Degree Preferred • 3-5 Years Of related work experience in the insurance industry Required • Multi-Life experience is a plus.