Do You Have What It Takes?

• Enjoy talking to people on the telephone
• Self-motivated
• Excellent communication skills
• Strong work ethic
• Positive mindset
• Must enjoy working in a team environment

Responsibilities:

• Inbound and outbound telephone marketing
• Self-motivated
• Mentor and help market agents throughout the U.S.
• Demonstrate outstanding agent support
• Help with offsite programs and events
• Some travel may be required

Experience:

• 1 year (Preferred)
• Customer Service: 1 year

Communication methods used:

• Email
• Phone

Essential Duties & Responsibilities:

• Design an array of marketing material
• Conceptualize and execute the creative design strategy behind ad campaigns
• Design and produce a wide array of media
• Develop our company brand to increase brand presence

Education and/or Work Experience Requirements:

Duties and Responsibilities:

• Advise management on the company’s compliance with laws and regulations through detailed reports.
• Remain up to date on federal and state laws related to the organization and update policies accordingly.
• Ensure all employees are educated on the latest regulations and processes.
• Review and confirm compliance on marketing and advertising materials.
• Research facts surrounding inquiries received regarding consumers and agents.
• Correspond directly with regulatory authorities.
• Responsible for the creation and filing of new or revisions to products.
• Responsible for the implementation of new and revised forms.

Requirements:

• Ability to work independently.
• Strong communicator and capable of expressing oneself clearly both speaking and in writing.
• Highly-analytical with strong attention to detail.
• Possess a collaborative personality and be open to suggestions from team members.
• Strong time management and organizational skills and able to meet strict deadlines.
• Use of reading comprehension skills and data obtained to create comprehensive reports and responses.
• Computer proficiency and ability to learn new computer systems.

Job Responsibilities:

• Assist clients and/or agents as required.
• Perform/process policy maintenance/policy loans, surrenders, first-year death claims, return of premium, refunds.
• Process daily billing and cycle, as scheduled, including transferring information to the bank and billing to third-party.
• Process and/or assist with reinstatement, surrenders to loan.
• Perform higher level accounting entries such as payroll.
• Process client and/or agent payments as well as related accounting transactions.
• Assist the Claims department with processing death claim checks and rescission.
• Assist with monthly, quarterly, annual close out entries.
• Assist other departments as necessary with accounting transactions.
• Perform related duties as assigned by supervisor.
• Maintain compliance with all company policies and procedures.

Education and/or Work Experience Requirements:

• Previous experience in Accounting required.
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
• Excellent computer proficiency (MS Office – Word, Excel and Outlook).
• Experience with accounting software required.
• Must be able to work in fast pace environment and meet deadlines, while maintaining a positive outlook.
• Ability to work independently and to carry out assignments to completion.
• High school diploma or GED required.
• Degree in Accounting required – Bachelor’s degree preferred, Associate degree strongly encouraged, or relevant years of experience may be substituted for degree.

Essential Duties & Responsibilities:

• Ensure all incoming calls are answered within 2 rings.
• Address basic questions and resolve customer concerns through consistent application of our policies and procedures.
• Ensure all policy changes are documented in writing or via audio recording.
• Document all policy-related calls in policy notes.
• Assist customers by taking premium payments through a variety of payment methods.
• Assist agents with commission or policy-related questions.
• Direct customers to the appropriate employees or departments when specialized assistance is required.
• Perform related duties as assigned by supervisor.
• Assist other departments as necessary with accounting transactions.
• Perform related duties as assigned by supervisor.
• Maintain compliance with all company policies and procedures.
• Other job duties as assigned.

Education and/or Work Experience Requirements:

• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers.
• Excellent computer proficiency (MS Office – Word, Excel and Outlook).
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
• High school diploma or GED required
• Associate degree preferred

Job Responsibilities:

• Verify backgrounds checks for individuals.
• Complete necessary paperwork for agent reinstatement.
• Customer service.
• Agent calls.
• Maintain compliance with all company policies and procedures.
• Any job duties that may be asked.

Work Requirements:

• Excellent verbal and written communication skills.
• Efficient with computers and Microsoft Excel.
• Ability to work independently and carry out assignments to completion.

Essential Duties and Responsibilities:

• Answer phone call.
• Help clients/representatives with account updates.
• Claims.
• Monuments.
• Process reports.
• Check applications.
• Process member mailing.
• Process deposit/returns.
• Membership corrections.
• Help manage employees.
• Any related duties that is assigned by director.