Join our Team. Our location is located in Long Island City, NY. National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there. About this Position. National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there. Pri... more details
Join our Team
Our location is located in Long Island City, NY.
National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there.
About this Position
National Benefit Life has been a leader in our industry since 1963. As a subsidiary of Primerica Life, we maintain insurance policies for clients nationwide and when your family needs us most, we're there.
Primerica Life helps families achieve financial independence by focusing on the middle market and helping Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt.
The Ops Support Specialist in the Policy Owner Services department of Insurance Services maintains policies in all lines of business and processes all requests in accordance with policy contract stipulations. Cash surrenders, loans, reinstatements and all other policy owner requests are processed for the original lines and student life lines of business.
Responsibilities and Qualifications
In addition, the candidate will identify concerns, ask appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research finds thoroughly. The candidate recognizes priority situations and understands when to notify appropriate parties.
The candidate should have knowledge of commonly used practices and procedures.
Schedule:
- 40 hours per week working Monday–Friday 8:30 a.m.- 5:30 p.m.
- A hybrid or in-office working schedule is an option after training and all employees are required to come into the office once per month, or as requested.
Salary Range:
- $50,000 – 55,000 based on experience
Qualifications, Skills and Abilities:
- Minimum high school diploma or GED
- Excellent interpersonal and organizational skills
- Excellent verbal and written communication skills.
- Ability to multitask when necessary
- Analytical ability, mathematics skills, knowledge of recordkeeping
- Ability to work independently without close supervision
- Good attention to details
- Intermediate skills in Microsoft Word, Excel and Outlook.
- Ability to work independently without close supervision.
- Thorough working knowledge of Life Insurance Operations
Job Description:
- ?Review and determine whether a submitted request to cash surrender or borrow from a whole life policy can be processed.
- If all signature requirements are met by the policy owner and any/all supplemental documents are received, the request is processed, reviewed, and approved by the department manager.
- A check is then mailed to the policy owner with a cover letter.
- The Specialist must image all documents to the company file on a daily basis.
- Processed work must be logged and submitted to the department manager weekly. The log must include the function, amount received for processing, the amount processed and the balance.
Remote Work Requirements:
- ?A laptop will be provided to you
- You must provide Internet Access with speed requirements of:
- Upload – 8 mbps
- Download – 15 mbps
FLSA Status:
- This position is exempt (not eligible for overtime): No
Our Benefits:
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Savings Account & Health Savings Account
- Professional development
- Tuition reimbursement
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At National Benefit Life, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
