Life Processing Specialist Objective

To be an effective team member of the Life Operations Department. To provide training and quality control assistance to co-workers. To assist with meeting service standards and participate in departmental projects and testing. To provide quality support services in a prompt and professional manner to Farm Bureau Insurance agents and underwriters.  To act as a multi-disciplinary resource within the department, cross-trained on multiple functions to fulfill the needs of the workload.

Life Processing Specialist Responsibilities

Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes, and analyze and recommend enhancements or changes to documentation, software, or procedures when a need is recognized.

Understand and perform processing tasks of the Life New Business and Life Customer Service Departments as needed to maintain productivity and service level standards.

Maintain advanced knowledge of procedures, coverages, systems, and processes. Develop effective procedures on processing functions for department and other users.

Serve as a point of contact for escalated processing questions and complex cases.

Life Processing Specialist Qualifications

Required

High school diploma or equivalent required.

Bachelor’s degree preferred with focus on insurance, business administration, finance, or management.

3-5 years’ experience as a Life Processor or other equivalent experience required.

Knowledge of life/annuity products required.

Willingness to pursue continuing job-related training and education required.

Certification in LOMA Level I required.

Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred, or actively being pursued.

Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

PM19