Customer Service Analyst

SBLI’s Customer Service Analysts provide valuable maintenance, service and processing on life insurance policies to all SBLI customers.

Responsibilities include:

  • Processes administrative policyholder requests including:
    • Beneficiary changes
    • Name and Ownership changes
    • Dividend option changes
    • Surrenders
    • Loans
    • Policy Changes
    • Tax reporting
    • Death Claims
    • Annuities
    • Posting of payments
    • Address changes
    • Duplicate Policies
  • Verifies that all legal and compliance requirements are met.
  • Processes requests submitted by policy owners and agents.
  • Sends confirmations of all changes or inability (with explanation) to change policy requests to client.
  • Communicates both written and verbally to customers, agents, and other internal departments.
  • Identifies opportunities for improvement, potential problems and shares with manager.
  • Ensures speed of processing and quality processing goals are met.

Skills/Experience Required:

  • H.S. or equivalent plus college classes.
  • Minimum 2 years’ experience in customer service area. Experience in Financial Services or Insurance a plus.
  • Accuracy, computer knowledge, organization skills.
  • Strong knowledge of company products, ability to interpret policy provisions, and knowledge of administrative practices relating to company procedures.
  • Proven record of customer service focused professionalism and ability to deliver quality customer service.

Interested candidates should submit resumes via email to Please indicate the job title you are applying for and that you saw the position on our website.