Policyholder Services Associate I

Job overview

The Policyholder Services Associate I role is onsite in Kansas City, MO; compensation is not specified. The position supports Americo Financial Life and Annuity’s Policyholder Services department, which maintains in-force policy files and processes requests under state and federal guidelines. The associate processes policy requests, prepares correspondence, creates financial transactions, and researches issues affecting clients and other business units. The role helps ensure accurate, timely service and compliance with processing guidelines and service-level agreements.

What you'll do

• Process in-force policy requests
• prepare written correspondence for policy owners and agents
• create disbursements and financial transactions
• research and correct user or system errors
• complete special projects as assigned
• meet service-level agreements for processing requests.

What we're looking for

Skills & competencies

policyholder services associate

insurance operations

policy processing

financial transactions

customer correspondence

problem solving

service-level agreements

kansas city mo

americo financial life and annuity

Work arrangement

• Weekend coverage required

About the employer

Americo Financial Life and Annuity is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.