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Corporate Markets Specialist

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Sammons Financial Group

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Location:
United States , Fargo

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Category:
Customer Service

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Contract Type:
Employment contract

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Salary:

35085.00 - 58475.00 USD / Year
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Job Description:

Provide customer service and administrative support for all markets served by the Corporate Markets business unit. Review and process new business for the pension market.

Job Responsibility:

  • Provide customer service and administrative support for all markets served by the Corporate Markets business unit
  • Review and process new business for the pension market
  • Responsible for delivering in force policy customer service via telephone (inbound and outgoing), email or written communication to distributors and policy owners in the bank, credit union and insurer market that meet or exceed customer expectations
  • Review and validate all inforce business forms for inforce policy service, process premium billings and payments, request in force illustrations, process premium refunds, prepare annual reports, process mergers and ownership changes, process loans and withdrawals, process claims, process policy changes including option to transfer insureds and face amount changes, ensure all required documents are in imaging, as well as handle various general inquiries
  • Deliver new business and in force contract customer service in the pension market to distributors and policy owners in the pension market that meets or exceeds customer expectations, as well as provide ongoing service to certificate holders that meet or exceed expectations
  • Review and validate all new business forms, code contracts and certificates, create electronic or paper files, place cases on paid business, handle contract and certificate mailing and delivery requirements, ensure all required documents are in imaging, as well as handling various general inquiries
  • Review and validate all inforce business forms for inforce certificates, validate monthly payments and deaths, initiate individual payments as needed, change bank account and address information as needed, process claims, ensure all required documents are in imaging, as well as handle various general inquiries
  • Maintain current knowledge through industry groups such as Capital Administration Group
  • Manage relationships with distributors via quality service and face-to-face meetings to set expectations
  • Serve as backup for other Corporate Markets positions as needed
  • Make sound business decisions by utilizing critical thinking while maintaining written and verbal quality within departmental standards on a consistent basis
  • Communicate professionally and positively with internal and external customers with a focus on excellent service and organization success
  • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
  • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
  • Other duties as assigned

Requirements:

  • Bachelor's Degree or equivalent work experience in the life industry
  • Minimum 2 years' customer service experience with proficiency in mainframe and PC technology
  • Demonstrates flexibility to adapt quickly to change, possesses strong technical, analytical and problem-solving skills to identify solutions to various situations and manages multiple priorities within stated timeframes
  • Demonstrates core values of accountability, openness, integrity and respect
  • Demonstrates excellent oral and written communication skills, including presentation skills
  • Demonstrates strong interpersonal and relationship building skills
  • Demonstrates ability to contribute to and share resources within a team environment
  • Proficient use of PC and Microsoft Office products
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
What we offer:
  • Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
  • Incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance
  • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Additional Information:

Job Posted:
February 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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