Customer Service Processing Specialist - Life Services Job at Sammons Financial Group (Sioux Falls)

Customer Service Specialist

Provide efficient, compliant and high quality service to our customers in suppor...

Location

United States , West Des Moines

Salary:

36576.00 - 60960.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
Relevant work experience in the life and/or annuity insurance industry Preferred
Previous customer service and/or call center experience Preferred
Strong focus on customer service
Excellent verbal and written communication skills
Strong organizational and problem solving skills with high attention to detail
Self-motivated with the ability to work independently and effectively
Adaptable to frequent change in a fast paced work environment
Proficient in Microsoft Suite (e.g. Office, Excel, PowerPoint) and basic computer skills
Criminal background check required

Job Responsibility

Review and process high volumes of requests from contract and policy owners, agents and internal support departments in a fast paced, time-sensitive environment
Manage multiple responsibilities and processes, ensuring all items are reviewed and completed according to the specified service standards, including but not limited to processing tasks, handling incoming and outgoing calls, emails and any other job related functions
Acquire and maintain knowledge of multiple systems including internal processing, non-web based, web based and workflow systems
Communicate both verbally and in writing to customers, agents or vendors to ensure transactions are in good order for processing
Acquire and maintain working knowledge of current and past products and procedures
Utilize accounting principles and practices to ensure accounts are in good standing and in compliance with suspense controls
Provide a positive and professional customer experience with internal and external customer interactions
Ensure compliance with applicable federal and state laws, regulations and requirements related to policies and contracts
Research contract and policy history in order to provide information to external customers, internal customers or agents. This includes matters related to: service history and timelines, taxes and tax reporting, corrections and accounting
Recognize problems and analyze information to determine the correct course of action for escalated and complex matters

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

Customer Contact Specialist - Life

Communicate verbally with policyowners, agents, third parties and internal suppo...

Location

United States , Sioux Falls

Salary:

35085.00 - 58475.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree Preferred
Previous customer service/call center experience Preferred
Must have the ability to communicate effectively and tactfully with agents and policyowners
Must have knowledge of and ability to maneuver through multiple information screens
Excellent verbal and written communication skills
Must have strong organizational skills
Strong problem solving skills
Ability to work efficiently and independently or in a team environment
Able to adapt to frequent change

Job Responsibility

Communicate verbally with policyowners, agents, third parties and internal support departments in matters relating to customer needs
Approach all interactions with the customer at the forefront, using the corporate shared values as the guide for all interactions
Responsible for front line/customer facing in responding to inbound calls by providing support to agents, policy owners, third parties or others in verbal and written communication using a professional and friendly approach
Answer calls regarding policy values, various features and rider benefits, coverage options, indexed and variable policy performance, products, interest rates, address changes and allocation changes, withdrawals, surrenders, transfers and exchanges, beneficiary changes, ownership changes, guideline and regulations, annual and quarterly statements, completing forms and provide standard established turnaround times
Acquire and maintain working knowledge of company products
Field questions regarding policy loans, billing and accounting processing, grace processing and lapse notification
Display a working knowledge of premium and contribution regulations
Correctly identify appropriate regulations to ensure proper handling of requests
Consult and coordinate with all other applicable departments including New Business, Agency Services, Sales and Marketing, Customer Correspondence and the Annuity/Life Division
Submit accurate and timely requests via workflow system to ensure work item is handled in accordance with varying departmental procedures

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Volunteer time off, and our company nonprofit matching gift program
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

New

Policy Service Specialist

We are looking for a Policy Service Specialist to support annuity and life insur...

Location

United States , Las Vegas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree required
Experience with customer service, customer support, or a related client-facing function
Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel
Ability to learn new processes and tools quickly, including platforms such as Salesforce
Strong written and verbal communication skills
bilingual abilities are a plus
Detail-oriented approach with the ability to stay organized and accurate in a fast-paced environment
Flexibility to manage shifting priorities and support additional projects when needed

Job Responsibility

Communicate with clients regularly to provide timely updates on application progress and coordinate prompt follow-up with insurance carriers
Review incoming leads and policy-related information, verify details for completeness and accuracy, and keep related tasks moving to completion
Manage administrative support activities connected to annuity and life insurance servicing while maintaining organized and current records
Use Microsoft Outlook, Word, Excel, and related systems to document interactions, monitor workflow, and prepare basic reports or status tracking
Respond to client questions with empathy and solution-focused communication that supports a positive service experience
Maintain a high level of accuracy when entering, reviewing, and updating policy and client information across multiple systems
Adjust effectively to changing business needs and contribute to special assignments or process-related projects as requested by leadership
Represent the organization in a detail-focused manner through dependable service, strong communication, and consistent attention to client needs

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan
Free online training

Fulltime

Social Media Manager - Insurance & Business Services Specialist

As a Social Media Manager - Insurance & Business Services Specialist at 321, you...

Location

United States , Orlando

Salary:

60000.00 - 75000.00 USD / Year

321 Brand + Social House

Expiration Date

Until further notice

Requirements

5+ years of experience in social media management, preferably in an agency environment managing multiple client accounts simultaneously
2+ years of direct experience managing social media for insurance brands (home insurance, auto insurance, personal lines) or financial services organizations required
Proven track record developing and executing successful social media strategies for insurance, business services, professional services, or B2B brands
Experience managing social media for insurance companies, insurance agencies, roofing companies, legal firms, real estate professionals, healthcare providers, or similar business services industries is highly valued
Deep understanding of insurance consumer behavior, purchase considerations, and content that drives trust and engagement in the insurance category
Knowledge of insurance industry regulations and advertising compliance requirements across multiple states/jurisdictions
Familiarity with insurance products, coverage types, claims processes, and industry terminology
Strong writing skills with ability to craft platform-appropriate content that resonates with insurance consumers and professional audiences while maintaining regulatory compliance
Expertise across major social media platforms including Facebook, Instagram, LinkedIn, TikTok, and YouTube, with deep understanding of platform-specific best practices
Proficiency with AI-powered content creation tools (ChatGPT, Claude, Jasper, Copy.ai, or similar) with demonstrated ability to produce high-quality, on-brand content efficiently

Job Responsibility

Develop comprehensive social media strategies for multiple insurance and business services client accounts that align with business objectives, target audiences, and brand positioning
Create insurance-specific content strategies that address the full customer lifecycle: awareness, quote consideration, policy purchase, claims experience, and renewal/retention
Understand and optimize for insurance consumer behavior including comparison shopping, life event triggers (home purchase, vehicle purchase, marriage, relocation), and seasonal patterns
Conduct competitive analysis, audience research, and platform audits to identify opportunities in insurance and business services verticals
Define content pillars, messaging frameworks, and brand voice guidelines tailored to insurance audiences and professional service consumers
Develop strategies that build trust and credibility for insurance brands while addressing common concerns (price transparency, claims reputation, coverage clarity, customer service quality)
Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, quote generation, and business impact
Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights
Stay current on platform algorithm changes, emerging features, and social media trends in insurance marketing, adapting strategies to maximize organic reach
Monitor insurance industry trends, regulatory changes, and competitive landscape to inform content strategy

What we offer

Health, dental, and vision insurance
401K after one year of employment
2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
3 Sick/Mental Health Days
8 Hours Volunteer Time
Additional PTO at holiday and management discretion
Paid parental leave
Professional development opportunities
Leadership training opportunities and career advancement pathways
A collaborative, creative, and ambitious team environment

Fulltime

Child Life Specialist

Provides expert psychosocial, emotional, developmental, and educational support ...

Location

United States , Tucson

Salary:

Not provided

Tucson Medical Center

Expiration Date

Until further notice

Requirements

Bachelor’s degree (B.A. or B.S.) from four-year College or University required, preferably in one of the following fields of study: Psychology, Human Development and Family Studies, child life studies
600-hour clinical child life internship under the supervision of a certified child life specialist required
Must be eligible for Child Life Specialist Certification and must obtain Child Life Specialist Certification within one (1) year of hire
Current Basic Life Support (BLS) certification required
Excellent communication, interpersonal, and listening skills
ability to explain complex medical/treatment information in an age-appropriate manner
Strong organization, planning, and problem-solving skills
ability to manage multiple patients or tasks simultaneously
Emotional resilience and ability to handle the stress of working with children and families in crisis, illness, and death
Ability to adapt interventions to developmental level, family systems, and cultural considerations

Job Responsibility

Performs thorough assessments of patient and family psychosocial, developmental, and educational needs
Explains medical procedures and treatments in developmentally appropriate ways
educates children/families on new diagnoses using appropriate teaching materials
Provides support during medical procedures using distraction techniques, comfort positioning, emotional support, and breathing/relaxation techniques
Facilitates a variety of activities to promote developmental growth
Promotes emotional support, education, and guidance to families at end of life to help children understand the dying process and cope with loss
Participates in interdisciplinary rounds, and collaborates with nursing, physicians, social work, etc.
Coordinates or facilitates special events and special visitors to support normal traditions and enhance a sense of control and wellbeing in pediatric patients
Orients, trains, supervise, and evaluates child life practicum students and pediatric volunteers
Documents assessments, interventions and outcomes

Parttime

Applications Engineering Specialist - Service

Are you driven by customer success and passionate about delivering solutions tha...

Location

United States , Rolling Meadows

Salary:

72000.00 - 85000.00 USD / Year

ATS Automation Tooling Systems Inc.

Expiration Date

Until further notice

Requirements

Associate degree or higher
Five (5) years’ sales experience in a technical service/parts environment
A proven ability to consistently achieve performance targets
Ability to accurately document and record customer information
Excellent verbal and written communication skills, attention to detail, strong customer service and interpersonal skills
Ability to work independently, multitask and manage one’s time
Previous experience with Microsoft Office suite

Job Responsibility

Deliver detailed service quotations and RFQs for all service product offerings
Manage your opportunity pipeline in Salesforce and provide accurate, timely updates
Proactively connect with current and potential customers to identify service needs and highlight the value of our offerings
Collaborate with regional and divisional service leaders to plan customer visits and develop commercial packages
Support customer satisfaction initiatives through survey triage and follow-ups
Contribute to service process improvements and help drive simplification efforts
Assist with collections related to outstanding service invoices, as needed
Stay informed of new service offerings and participate in commercial/training meetings
Leverage CRM, ERP, and other tools to drive efficiency and resolve customer concerns
Ensure all activities align with the ATS Code of Conduct

What we offer

3-6% employee bonus (based on individual and divisional performance)
401K Match
Stock purchase plan
Starting 14 days of PTO
Benefits package (health, vision and dental)
$40 monthly wellness reimbursement
Volunteer day off each year
A clean, quiet, and temperature-controlled work environment so you can focus on what you do best
Protective gear reimbursement
Working on challenging engineering projects

Fulltime

Graphic Design Specialist IKEA Service Office

Location

Spain , San Sebastián de los Reyes

Salary:

Not provided

IKEA

Expiration Date

Until further notice

Requirements

Broad knowledge of best practices for creating, publishing and editing content from a customer centric point of view
Broad knowledge of how to structure and present information in all touchpoints in a way that makes sense to end user
Broad knowledge of defining, planning, creating, executing and following up on range presentation documentation in a relevant, simple and inspiring way with IKEA tone of voice and visual identity
Broad knowledge of trends that influence home furnishing, retail design and communication to gain insight to a more appealing product presentation for customers
Broad knowledge of IKEA concept, brand objectives, values and vision
Broad knowledge of IKEA tools, processes and cycles
Motivated by increasing customer value and thinking customer first
Passionate about understanding the behaviours of the many people, the local Life at Home and current Home Furnishing trends
Motivated by finding new ways through co-creation with colleagues and other IKEA units
Create market specific communication solutions for all channels supporting Commercial Calendar or based on a brief from local functions such as Communications, Marketing, Sales or Sustainability

Job Responsibility

Strong capabilities in graphic design tools and ability to translate abstract concepts into graphic representations
Ability to understand the role of Commercial as an integrated part of the IKEA business
Ability to deliver within scope of tasks and perform with quality and speed
Ability to follow up on work done and capture learnings to improve
Ability to create innovative retail and home furnishing designs based on concept and marketing objective

Mid-Level Customer Relations Specialist

At Boeing, we innovate and collaborate to make the world a better place. We’re c...

Location

United States , Dallas

Salary:

65000.00 - 100000.00 USD / Year

Boeing

Expiration Date

Until further notice

Requirements

6+ years of related experience
SAP experience
Experience with high visibility escalation paths
Experience with manufacturing or processing
Experience with Microsoft Office Suite of products (Word, Excel, PowerPoint)

Job Responsibility

Represents Company to internal and external customers by providing a world class customer service experience
Includes but not limited to managing orders from placement, following order all the way through, returns, any other issues for the life of the order
Works with all levels of leadership and cross functional team to secure product needs for customers
Authority to access production systems for managing customer sales orders & suppliers through inventory systems
Responsibilities require internal coordination of contract administration, purchasing, engineering, quality assurance, traffic, and warehousing
Must be able to multitask under pressure
Must have strong communication and organizational skills
Can handle different priorities through effective escalation
Willingness to go above and beyond for the customer
Must be a team player and willingness to put the customer first

What we offer

competitive base pay
variable compensation opportunities
health insurance
flexible spending accounts
health savings accounts
retirement savings plans
life and disability insurance programs
paid and unpaid time away from work
generous company match to your 401(k)
industry-leading tuition assistance program

Fulltime

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Customer Service Processing Specialist - Life Services

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