Unified Business Technologies
Policy Services Representative
Indianapolis · Junior
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About the role
- The Policy Service Representative is responsible for transactions related to service for in force annuity contracts, which may include all financial and non-financial transactions and death claims.
- Verifies and makes corrections or additions to Forms 1099 or 5498 as needed.
Requirements
- Prefers Associate's degree in Business or equivalent training or experience
- Ability to learn quickly and understand complex systems
- Strong understanding of insurance and ability to analyze and understand tax income applications
- Professional designations such as LOMA's Associate Life Management Institute (ALMI), Associate Customer Service (ACS),
- Associate Annuity
- Products and Administration (AAPA) or Fellow Secure Retirement Institute (FSRI) preferred but not required
- 1-3 years' experience in life insurance and/or annuities
- Organized, detail-oriented, and able to multi-task
- Strong communication skills, including oral and written skills
- Ability to prioritize workflow, establish and meet deadlines, and manage multiple concurrent tasks
- Proficient computer skills including keyboarding and various software packages such as MS Word and Excel
This listing is sourced directly from Unified Business Technologies's careers page and normalized into a canonical job model.