Offer summary

Qualifications:

High School Diploma or equivalent required., Experience in customer service, particularly in a telephone environment, is essential., Strong attention to detail and ability to multitask is necessary., Professional verbal and written communication skills are a must..

Key responsabilities:

Respond to policy inquiries from policyholders, government entities, and agents via telephone and email.

Process written requests and payments while ensuring compliance with processing standards.

Handle disbursements including loans, surrenders, and outgoing transfers.

Provide world-class customer service and resolve inquiries effectively.

Job description

Payments and Benefits Representative

Pan-American Life Insurance Group (PALIG) is looking for a Payments & Benefits Representative who will work under close to moderate supervision and has primary responsibility for servicing In-force policy contracts via the telephone, email or written request. The Payments & Benefits Representative I responds to policy inquiries from policyholders, government entities, and agents. The responsibilities include providing world class quality Customer Service over the telephone and reviewing documents for title, billing mode changes and entering changes into the policy master record; processing all disbursements, which include loans, surrenders, and outgoing 1035 transfers; and payment processing.

THE DAY TO DAY

Telephone Calls and Email Requests - Answering telephone inquiries while speaking clear and concise while assuring the call ends with resolution. Respond to email requests by answering all inquiries in a professional manner within a 24 hour period.
Process written requests or payments by working assigned work queues and make certain that assigned requests are worked within the processing standard.
Request in force illustrations via the Mutual Trust Agent Website or a Math Analyst.
Answer and explain any 1099 inquiries that are received throughout the year.

YOUR PROFILE

Must have High School Diploma or equivalent
Experience in customer service (telephone,) life insurance or related field
Strong attention to detail
Ability to multitask and prioritize work to assure to the highest priorities are met first
Professional verbal and written communication
Previous work experience within the office space
Previous work with providing service to customers
Previous experience with medium to heavy call volumes
Ability to learn and navigate systems quickly

OUR PROFILE:

Pan-American Life Insurance Group (PALIG) is a leading provider of life, accident and health insurance of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company. For more than 110 years, we have earned the trust of millions of customers across the Americas by delivering trusted financial security and peace of mind so they can protect what matters the most – their families, their business and their futures.

YOUR SUCCESS, OUR STRENGTH. Our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.

Pan-American Life employs a diverse workforce in 22 countries throughout the Americas. As we work to attract the most qualified and productive employees, we offer a competitive compensation package, which includes salary, health and life insurance benefits, and other employee incentives.

In addition, we offer:

Comprehensive compensation packages (base & annual bonus): base pay range target between $ 13.70/hour and $18.90/hour and is subject to candidate's experience
Comprehensive Benefits Package: Medical and Dental with new hires eligible for coverage on the first of the month following 30 days of service.
HSA and Flexible spending accounts
Paid Time Off (PTO) & Flexible Work Assignments
401(k) with generous Company match
Life and disability insurance
Work-life balance
Professional development, tuition reimbursement and industry education
Friendly and collaborative environment
Fun opportunities to engage with teammates

We are excited about the opportunity to add a new member to our team, and we look forward to meeting the person who will bring experience, fresh ideas and a positive energy to this role.

Pan-American Life is an Equal Opportunity Employer/Drug Free Workplace.

Required profile