IDI Policy Administration Specialist
- Respond to a wide variety of customer service inquiries
- Promptly and accurately summarize information about individual disability and ported life products.
- Explain policy information including policy service options and contractual provisions to policy owners, producers, financial advisors and authorized 3rd parties.
- Process routine and moderate complexity policy changes
- Monitor and follow-up on the status of requested work to ensure timely processing in accordance with internal and regulatory guidelines.
- Prepare customized correspondence as necessary.
- Support divisional projects as assigned, particularly activities related to front-end service delivery. Knowledge, Skills & Behaviors:
- Has good organization skills, time management, attention to detail and critical thinking skills.
- Must have strong written and oral communication skills and be able to perform basic math.
- Building business and product knowledge is important in performing this role successfully.
- Seeks information to understand the rationale and importance of change.
- Completes assigned tasks and responsibilities, providing information to others in a timely manner.
- Demonstrates attention and listens to others, being considerate of others' opinions.
- Follows standard procedures for solving the most basic problems, escalating all non-routine problems to a more experienced colleague or supervisor.
- Completes steps necessary to meet work goals in a timely manner.
- Fosters strong working relationships with teammates and internal customers.
- Achieves & maintains team productivity and accuracy goals
- Works on problems of limited scope.
- Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained.
- Receives general instructions on routine work and detailed instructions on new projects or assignments.
- Evaluates and communicates policy information in a clear manner.
- In the scope of the role, it provides factual, technical, or policy related information with high sensitivity and discretion. Foster strong working partnerships with own teammates, Underwriting, Producers, Agencies and Sales.
- High school diploma/GED or higher
- 2 years pervious professional experience working within an office environment
- Intermediate level of proficiency with Microsoft; Word, Excel, Teams and Outlook
- Intermediate level of proficiency with common PC software's
- Ability to work from the office, located in Lynchburg, VA or Portland, OR, per business need.
- Previous IDI experience
- Previous insurance experience
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
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