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Overview
Summary of Responsibilities:
Prioritizes and processes transactions to fulfill client, agent and district requests for Policy Service including but not limited to premium income, disbursements, name changes, beneficiary changes and death of owner notifications. Utilizes knowledge of Western & Southern products and processes to adhere to Company guidelines regarding privacy, authorization requirements and accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with some supervision and is empowered to make an established range of decisions, escalating issues to the Team Lead or Manager when necessary and providing updates on a regular basis.
Responsibilities
Position Responsibilities:
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