At Vantis Life (an affiliate of Penn Mutual), our dedicated teams specialize in servicing and processing inforce life insurance and annuity contracts. We are committed to delivering best in class service to our customers. This role will play a crucial part in becoming a products and systems expert and continuously drive enhancements in our operations. The position works independent of supervision and assists others in the department.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
- Create and maintain processes for the generation and management of reports
- Examine, analyze and manage life insurance, annuity, billing and accounting reports
- Analyze and report on trends within the operations to identify process improvements and training opportunities
- Key responsibility for handling individual and group billing processing
- Ability to collaborate with financial and systems areas
- Deep understanding of life insurance/annuity products in order to conduct in depth and extensive research on policies and contracts
- Handle complex requests, navigate through multiple administration systems, as well as our workflow and imaging tools to obtain and document necessary information
- Maintain meticulous records with consistent quality and attention to detail, adhering to department policies and procedures
- Adhere to Service Level of Agreements (SLAs) and individual/team metrics
- Escalate more complex issues as appropriate
- Remain current in profession and industry trends
- Responsible for adherence to the company’s framework of internal controls
- Undertake additional duties, assignments and special projects as delegated
- Handle the most complex and/or critical in-bound calls from our customers and answer questions regarding their life or annuity product and/or servicing needs when volume dictates
- Develop relationships with vendors
Required Skills
- A customer service attitude that translates professionalism and confidence (High proficiency)
- Contributes to the team and committed to its success (High proficiency)
- Ability to comprehend and articulate information (High proficiency)
- Execute with urgency and professionalism (High proficiency)
- Ability to navigate multiple systems and resources (High proficiency)
- Excellent relationship building skills with internal and external teams (High proficiency)
- Excellent follow-up skills (High proficiency)
- Excellent analytical and organizational skills with attention to detail (High proficiency)
- Excellent communication skills, both verbal and written, required (High proficiency)
- Willingness to adapt to a changing work environment (High proficiency)
- Willingness and ability to work under pressure and meet deadlines (High proficiency)
Required Experience
Education
- H.S. Diploma or Equivalent Required
- Bachelor's Degree Preferred
Experience
- 7-10 Years of industry experience Required
- Experience with life insurance/annuity products
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
Base Salary Range - $70,000 - $86,500