Citizensposted 4 days ago
Full-time
Opelousas, LA
Insurance Carriers and Related Activities

About the position

The Home Service District Office Administrator will be responsible for providing excellent customer service to Security Plan Life Insurance Company's internal and external customers. This position is responsible for payment processing, filing, answering phones, updating documents, tracking daily District activity, and completing various office related duties. This position will also have access to sensitive customer information and the employee should be aware of the customers' privacy rights. This job is performed in the Security Plan Life Insurance Company District Office locations. The Home Service District Office Administrator reports directly to the Regional Office Administrator.

Responsibilities

  • Process all office and mail payments (including credit card payments) that are collected at the District office.
  • Input the District Agent deposits into the DC90 collection system.
  • Answer the phones with the standard company greeting and check and maintain both the individual and District email accounts throughout the workday.
  • Greet all walk-in customers and provide excellent customer service to both internal and external customers.
  • Process all NSF checks that are received in the District office.
  • Manage both the incoming and outgoing District mail.
  • Track the District supply inventory and place supply orders when needed.
  • Perform all duties associated with the daily Remote Deposit check scanning process.
  • Update various daily tracking documents including the District cash monitoring report, daily activity report balancing, outstanding check tracking, and the District production tracking report.
  • Scan and submit life and fire applications to the New Business department daily.
  • Scan and submit service request forms to the Solutions Center department daily.
  • Maintain a daily log of all documents that are scanned to the Austin office.
  • Check all new policy applications and verify that all are complete and correct.
  • Create and submit money move request forms to the Field Audit department.
  • Scan and submit claim information to the Claims department daily.
  • Research and review images from the DC83 system as needed.
  • Organize and file records in accordance with the company's record retention policy.
  • Perform other duties and complete projects as assigned by the Regional Office Administrator.

Requirements

  • High school diploma or GED.
  • Two to three years' experience providing customer service.
  • One to two years' experience handling money and accurately making change for customers.
  • Employee must possess dependable transportation with valid driver's license and liability insurance.
Hard Skills
Office Administration
4
Computer Keyboards
1
Hostile Work Environment
1
Microsoft Outlook
1
Office Equipment
1
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Soft Skills
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0
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0
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