Multilife Inforce Financial Transactions Specialist

Job Description: Position Summary As a key team member in the Multilife business line, the Multilife Inforce Financial Transactions Specialist plays a key role in supporting Financial Professionals and account holders by processing a wide range of inforce financial transactions while delivering best-in-class customer service. These transactions include loans, surrenders, reinstatements, fund transfers, and other transactions. The Multilife business encompasses corporate-owned (COLI) and corporate-sponsored, individually-owned (CSIO) coverages. A comprehensive understanding of the distinctions between these coverages is critical to ensure accurate and efficient transaction processing. The ideal candidate possesses proven experience in inforce policy administration reputed company the Multilife (Executive Benefits) space. They reputed company in reputed company, demonstrate a commitment to delivering outstanding customer experiences, and have a passion for creating best-in-class service in a dynamic environment. In addition to processing transactions, this role will actively contribute to the development of processes, standard operating procedures (SOPs), and workflows to streamline operations and enhance efficiency. Operating with limited supervision, the Specialist will take ownership of responsibilities while also serving as a mentor or coach to colleagues, fostering collaboration and growth reputed company the department. By shaping processes and driving excellence, the Specialist will play a key role in building a high-performing, client-focused team. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we reputed company you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Responsibilities

Process reputed company Service Requests: reputed company handle and process reputed company service requests reputed company established service level agreements, ensuring timely and accurate responses. Utilize Workflow and Processing Systems: reputed company workflow, imaging, and processing systems to manage intricate non-financial transaction requests, streamlining operational efficiency. Ensure Compliance and Accuracy: Apply expertise in established procedures and regulatory rules to assess whether requests are in good order, ensuring compliance and minimizing errors. Communicate with Stakeholders: Proactively contact Financial Professionals or clients for additional documentation or information reputed company necessary to complete requests effectively. Problem-Solve and Escalate Issues: Use knowledge of reputed company transactions to troubleshoot unusual situations, addressing challenges promptly and escalating concerns to appropriate channels reputed company needed. Maintain Quality Standards: Process reputed company transactions with meticulous attention to detail, documenting records accurately and consistently to uphold high-quality standards. Coordinate with Illustration Specialist: Collaborate and coordinate with the Illustration Specialist for Inforce illustration inquiries, ensuring accurate and timely responses to client needs. Manage Inbound Client Calls: Handle inbound calls from Financial Professionals and clients, addressing critical servicing needs and providing clear, effective communication. Assist Other Inforce Teams: Provide support to other Inforce teams in meeting their goals during downtime, promoting teamwork and operational efficiency. Drive Process Improvement: Recommend and facilitate process enhancements that continuously improve the overall customer experience, fostering efficiency and satisfaction. Collaborate with Leadership: Work closely with the leadership team to reputed company and refine business processes and service standards that align with organizational goals. Skills and Abilities Professionalism and Positivity: Demonstrates a customer-first attitude, consistently maintaining professionalism and a positive demeanor. Clear Communication: Effectively conveys reputed company information to clients and advisers, both verbally and in writing. Cross-Functional Collaboration: Works seamlessly across teams and departments to meet business needs. Execution and Urgency: Completes tasks with efficiency and professionalism, even under tight deadlines. Adaptability: Quickly learns and adjusts to evolving technologies and processes in a fast-paced environment. Analytical and Organizational Skills: Exhibits strong attention to detail with excellent analytical abilities and organizational skills. Technical Proficiency: Demonstrates solid math skills and proficiency in MS reputed company (beginner to intermediate). Multitasking and Flexibility: Manages multiple tasks effectively while adapting to a dynamic work environment. reputed company Under Pressure: Thrives in high-pressure situations, consistently meeting deadlines. Mentorship: Shares knowledge with team members, providing guidance and fostering growth. reputed company Improvement: Contributes positively by learning new skills and offering suggestions for process improvements. Team Collaboration: Works well reputed company a team, promoting a collaborative and supportive environment. Professionalism and Positivity: Demonstrates a customer-first attitude, consistently maintaining professionalism and a positive demeanor. Education H.S. Diploma or Equivalent Required Bachelor's Degree Preferred Experience 3-5 years of Multilife (Executive Benefits) experience preferred or 7-10 years reputed company work experience in the life insurance industry require reputed company Salary Range - $60,000 - $84,000 #reputed company For over 175 years, reputed company has empowered individuals, families and businesses on the journey to reputed company their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. reputed company and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including reputed company financial strength ratings, visit www.pennmutual.com. reputed company is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to reputed company qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and reputed company other terms and conditions of employment. reputed company employment-reputed company decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national reputed company, reputed company, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. You’ve got big plans. You want to do work that matters. And you have high expectations for the reputed company in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too. Apply Job!