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QUALIFICATIONS/REQUIREMENTS:
- Excellent communication skills, including both oral and written
- Experience in problem solving and analysis with the ability to handle complaints and misunderstandings
- Knowledge of life insurance concepts, as well as policy provisions and their
interpretations
- Tact, effective decision making, and independent action required
- Knowledge of administrative information systems
- College degree preferred or equivalent experience
- Experience in customer service work preferred
- General knowledge of Personal Computers preferred
- Basic understanding of underwriting requirements preferred
- Understanding of information sources and policy accounting systems
- Regular and reliable attendance and punctuality is an essential function of this
position.
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DUTIES/RESPONSIBILITIES:
- Research, analyze and respond to all service inquiries. Answer questions for all
products. Provides service to Walk-In customers
- Accountable for accurate payment of policyowner benefits such as policy loans,
surrenders, partial surrenders, etc.
- Provide administrative maintenance of policy files and computer records; Authorize and change policy records such as change of beneficiary, ownership, name, address, assignments, billing changes, etc.
- Ensure productivity, efficiency and quality of the department by participating in
various department/corporate projects. Assist with review of procedures
- Accountable for conservation of policies and provides alternative policy options for conservation
- Supports the Marketing sales effort by generation of lead referrals for Agencies
- Observe State Compliance Regulations and report inappropriate action or trends in
activity to management
- Handles responses to sensitive complaints, complex questions and transactions.
Performs various duties as assigned by management.
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Kansas City Life Insurance Company
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ATTN: Human Resources Department
3520 Broadway
P.O. Box 219139
Kansas City, MO 64121-9139
EOE/MFVH
e-mail:[email protected]
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