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 HR@sbli.com. Please indicate the job title you are applying for and that you saw the position on our website.