Policyholder Services Representative
Company: Oxford Life Insurance Company was founded in 1965 and is a member of U-Haul Holding Company, a publicly traded financial holding network. U-Haul Holding Company’s other significant holdings including U-Haul International, Republic Western Insurance Company & AMERCO Real Estate Company. Our fast paced, growing company is seeking eager, qualified, customer-centric individuals to join our team in Phoenix, AZ.
Job Title: Oxford Policy Administration Processor
Job Overview: We are seeking an experienced processor to join our Policy Administration team. In this position, you will ensure accurate and timely processing of policy changes and distribution requests for Life, Annuity and Medicare Supplement policies.
Responsibilities and Duties: This list is not exhaustive and may be supplemented as necessary.
- Provide exceptional customer service and proactively build customer relationships to effectively solve customer needs
- Timely review and processing of policy changes transactions such as address changes, ownership, beneficiary changes, etc.
- Review all life and annuity transaction requests for accuracy and process disbursement transactions including withdrawals, surrenders, loans, annuity financial transactions, annuity transfers, Required Minimum Distributions (RMD), maturities and annuitizations with attention to detail and a high rate of accuracy
- Meet or exceed department productivity and quality guidelines
- Monitor and respond to team and department emails
- Ability to learn by hands-on training and peer-training
- Assist with monitoring reports and additional projects when needed
- Maintain confidentiality of all policies information and adhere to company’s privacy regulations
Qualifications:
Required:
- High School Diploma/ GED
- Proficient in Windows and Microsoft Office
- Ability to consistently meet and exceed performance expectations
- Ability to quickly adapt in a changing work environment
- Analytical skills with high attention to detail to ensure administration of processing functions is handled effectively
- Proficient in multi-tasking; managing high priority items in addition to daily workload
- Effective verbal and written communication skills
- Ability to work independently and in a team environment
Preferred:
- Insurance industry related experience; preferably job knowledge / experience in Life Insurance, Annuities and/or Medicare Supplement
- Customer Service Experience
Company Benefits:
- Health insurance/benefits (including medical, dental & vision)
- 401K
- Employee Stock Ownership Plan (ESOP)
- Subsidized gym membership (including paid fitness classes)
- Life insurance
- Business and travel insurance
- MetLaw Legal program
- MetLife auto and home insurance
- Discounts on Apple products, cell phone plans, hotels and more
- Commuter benefits program
- Paid holidays, vacation and sick days
- In-house cafe featuring options for all diets (Phoenix location only)
- Pre-tax Dependent Care and Flex Spending Account
- Get Fit and Alternative Insurance Rebate Programs
U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.