"Alerted.org

Description

Responsibilities:

+ Processing life insurance policy changes.

+ Determining the required documentation and paperwork needed.

+ Requesting and verifying documentation to make requested updates and complete IRS transactions.

+ Responding to communications received by email, phone, and fax.

+ Calculating gain quotes and taxation.

Requirements for Success:

+ High School diploma or GED equivalent; with 1 year of customer service experience.

+ Ability to learn our life product, policies, and provisions quickly.

+ Knowledge or willingness to acquire knowledge of regulatory guidelines.

+ Excellent listening, attention to detail, and verbal/written communication skills.

+ Intermediate math or accounting skills.

+ Proven success in meeting deadlines, and handling complex tasks such as calculating gain.

+ Ability to learn/retain utilization of computer systems for essential job functions, including proficiency in Microsoft Office, and Company processing systems as assigned.

+ Ability to maintain a high level of confidentiality.

IFBI Perks:

+ An organization that values work/life balance

+ Paid Vacation/Sick Leave

+ 401K w/ Match

+ Potential for a yearly bonus with a possible payout of up to 20% of the salary

+ Benefits eligibility within 30 days of employment

+ Collaborate in a team environment

+ Paid volunteer hours

\#HO

\#LI-SB1

Qualifications

Education

Required

+ High School or better

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Category: Individual Contributor

Job Type: Full-Time

225 S East St

Indianapolis, IN, USA, 46202

ReqID: LIFES005271