Policy Change Specialist

Company: AAA Life Insurance Company
Location: Omaha
Posted on: March 20, 2023

Job Description:

Policy Change Specialist2141-418
AAA Life Insurance is seeking to hire a Policy Change Specialist to our growing team! This position will process conversion, reinstatement and policy change coverage applications ensuring each case is effectively managed to minimize turnaround time and enhance customer satisfaction. Responsibilities include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion. Proficient in all processing of policy changes, reinstatements, and conversions. Notifies policyholders and sales agents of changes or other maintenance to policies.
This is a hybrid position in our Omaha location - 2 days in office/3 days work from home, 9:30am-6pm Monday-Friday
Position Responsibilities:

Develop and demonstrate detailed product knowledge of all Agent Sold products and Direct Mail group term products.
Follows established procedures to approve and process reinstatement applications, conversions, and policy coverage changes within guidelines.
Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
Refers or consults with Senior Policy Change Specialist, management or other AAA Life personnel as appropriate on more complex applications.
Receives requests from policyholders for change in policy coverage; confers with sales agent or insured's and makes required changes in policies. Some changes may require underwriting approval. In that case, Policy Change Specialist orders underwriting requirements as necessary, follows up with vendors, composes letters of explanation and sends with new policies to insured's. As a result of coverage changes, adjustments to premium may be required.
Responds to a variety of telephone inquiries from policy owners, agents and others. This includes making a callback if necessary within 24 hours, even if question/problem is still being researched.
Trains fellow employees on department functions.
Assists Manager in establishing procedures and standards of policy service as required.
Performs other related duties as assigned.


What We Offer:

A collaborative, energetic work-environment where you can put your passion for people to work.
Virtual on-the-job training
Medical, Dental, Vision, Life and Disability coverage with generous Company contribution
Performance-based incentive plan
401k available with a Company match
Holidays and Paid Time Off
AAA Basic Membership


Minimum 3 years' experience in process-oriented customer service role, preferably within insurance industry
Complete understanding and knowledge of Life insurance company operations, policies and procedures
Knowledge of various life insurance products marketed by AAA Life Insurance including Universal Life
Must be able to navigate and operate multiple computer applications
Ability to multi-task in a high stress environment
May be required to work overtime or weekends in order to meet deadlines
PM21


For the states of California, Colorado, New York and Washington the pay scale is $38,400 to $57,600 and pay scales may vary based upon location.

Omaha, Nebraska, United States
Full-Time/RegularPI208321802

Keywords: AAA Life Insurance Company, Omaha , Policy Change Specialist, Other , Omaha, Nebraska