SalemRecruiter Since 2001
the smart solution for Salem jobs

Client Communication & Service Specialist - IDI - Portland

Company: The Standard
Location: Portland
Posted on: August 18, 2019

Job Description:

Overview If you want to make a positive difference and stand out from the crowd, you'll fit in at The Standard (). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way. Respond to telephone inquiries and process change requests from individual disability and ported life insurance policy owners, agents and representatives of policy owners. Prepare correspondence, calculations, and monitor status of requests as appropriate to ensure timely response and customer satisfaction. Responsibilities Contribute to the company's success by continually striving to deliver excellent customer service and meeting or exceeding performance objectives for the following major job functions: Respond to a wide variety of customer service inquiries via the policy administration 800 line and e-mail alias. Promptly and accurately summarize information about individual disability and ported life products. Explain policy information including policy service options and contractual provisions to policy owners, producers, financial advisors and authorized 3rd parties. Provide callers with guidance completing forms, understanding plan provisions and procedures for effecting policy changes. Process point-of-call policy changes, including address, phone number, and email address updates and policy summaries. Process routine and moderate complexity policy changes including name changes, beneficiary designations, agent of record changes, assignments, surrenders and reinstatements. Prepare and coordinate periodic policy owner communications and business retention notices. Monitor and follow-up on the status of requested work to ensure timely processing in accordance with internal and regulatory guidelines. Prepare customized correspondence as necessary. Solicit customer feedback to identify areas for customer service improvements; develop and modify procedures; recommend changes to internal forms, process and procedures. Support divisional projects as assigned, particularly activities related to front-end service delivery. Qualifications Education: Two years post-secondary education and/or training. Bachelor's degree in business, economics, accounting, finance or interdisciplinary studies preferred but not required. Experience: Two to four years' experience in a high volume customer service, insurance, brokerage, banking or accounting environment; demonstrated excellent oral and written communication skills, or the equivalent combination of education and/or relevant experience Professional certification required: None Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc., StanCorp Mortgage Investors, LLC, and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable. See more information regarding your Equal Employment Opportunity (EEO) applicant rights. View the notice and invitation to all employees and applicants regarding our Affirmative Action and EEO policy. Individuals with disabilities who need assistance or accommodation with the application process should contact . This number is only for the use of individuals with disabilities who need accommodation with the application process. General inquiries about application status will not be addressed.

Keywords: The Standard, Salem , Client Communication & Service Specialist - IDI - Portland, Accounting, Auditing , Portland, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Senior Digital Account Executive - Own a Franchise
Description: Senior Digital Account Executive:
Company: Franchise Career Advisors
Location: Eugene
Posted on: 09/16/2019

Insurance and Financial - Agency
Description: The Agent Opportunity br br We look for people who: br br Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially (more...)
Company: State Farm
Location: Salem
Posted on: 09/15/2019

Controller
Description: DescriptionJob ID: 42622ControllerIf you enjoy working for a fast-paced company that is always looking at the next opportunity for growth, this may be the opportunity for you. Our well-established real (more...)
Company: VanderHouwen
Location: Beaverton
Posted on: 09/15/2019


Office Specialist
Description: Location: Salem - Treasury br Initial Posting Date:09/06/2019 Application Deadline:09/17/2019 Agency:Oregon State Treasury Salary Range: 2,507 - 3,051 Position Type:Employee Position Title:Office Specialist (more...)
Company: Oregon State Treasury
Location: Salem
Posted on: 09/15/2019

Insurance and Financial - Agency
Description: The Agent Opportunity br br We look for people who: br br Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially (more...)
Company: State Farm
Location: Clackamas
Posted on: 09/15/2019

Financial Services
Description: The Agent Opportunity We look for people who: Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially rewarding br (more...)
Company: State Farm
Location: Clackamas
Posted on: 09/15/2019

Financial Advisor
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client (more...)
Company: Fidelity Investments
Location: Portland
Posted on: 09/16/2019

Financial Services
Description: The Agent Opportunity We look for people who: Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially rewarding br (more...)
Company: State Farm
Location: Gresham
Posted on: 09/15/2019

Controller
Description: Description:--------------Controller at Rockmount Research and Alloys, Inc. in Vancouver, WAJob Type: ----------------------Full Time Who We Are:Rockmount Research and Alloys, Inc. supplies its own branded (more...)
Company: Rockmount Research & Alloys, Inc.
Location: Vancouver
Posted on: 09/15/2019

Insurance and Financial - Agency
Description: The Agent Opportunity br br We look for people who: br br Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially (more...)
Company: State Farm
Location: Beaverton
Posted on: 09/15/2019

Log In or Create An Account

Get the latest Oregon jobs by following @recnetOR on Twitter!

Salem RSS job feeds