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1

account service representative

  • Process incoming paperwork for life insurance and annuity death claims.
  • Send “Not in Good Order” letters with correct forms to ensure timely processing when paperwork was submitted incompletely.
  • Ensure paperwork is in good order prior to paying claims or annuitizing products. 
  • Perform tasks, such as handling membership or policy changes, ACA and COBRA compliance records. 
2

account service representative

  •  Point of contact for client inquiries
  •  Outbound calls to clients regarding necessary paperwork to complete deposits, enable trades/removing of restricted legends
  • Approve, reject, and evaluate transfer requests for clients. 
  • Review and process cash management, transfer requests and banking needs the clients may request.
3

account service representative

  • Explain bookkeeping requirements for customers to implement insurance program.