At EMC, you'll put your skills to good use as an important member of our team. You can count on gaining valuable experience while contributing to the company's success. EMC strives to hire and retain the best people by engaging, developing and rewarding employees.

**This position is required to work in office, downtown Des Moines**

Processes written correspondence in response to policy service requests and general policy administration. Performs accounting functions involving the policy. Answers and resolves policy administration inquiries from agents and policyholders, escalating complex requests.

Essential Functions:

• Reviews, processes and provides written correspondence to service requests for existing term, whole life, universal life, and annuity policies on LifePRO policy administration and automated workflow systems
• Updates all policyholder changes such as name and address changes, bank, coverage and beneficiary changes
• Processes policy conservation, 1035 exchange processing, non-forfeiture option processing, universal life and annuity calculations, in-force policy illustrations, and other policy maintenance
• Processes supplementary contracts, exchanges, conversions, and reinstatements for term life, whole life, universal life, and annuity policies
• Escalates complex questions or requests as needed
• Reviews, processes and sends daily correspondence generated from policy administration system. Processes follow-up notifications, Event Notification System (ENS) message processing, annuity conservation, grace period notices, reduced paid-up, extended term, and premium compliance for all annuity and life products
• Completes accounting transactions on existing policies including premium payments, reversals, transfers, refunds, loans, withdrawals, cash surrenders, periodic interest withdrawals, credit card payments, and dishonored checks
• Answers and resolves policy administration inquiries from agents and policyholders
• Reviews procedures, trainings, and consults with senior team members and leaders to learn and continue to build knowledge of company products, systems and marketing materials

Education & Experience:

• High school diploma or equivalency
• Associates degree, with business or marketing customer service-related courses preferred
• Two years policy administration experience in life annuity or financial services or related experience
• LOMA coursework and Associate Customer Service designation preferred

Knowledge, Skills, & Abilities:

• Good understanding of life insurance industry products and procedures
• Good knowledge of state insurance and IRS regulations
• Accurate data entry and ten-key by touch skills
• Good math and bookkeeping skills
• Ability to file alpha and numeric information accurately
• Strong verbal and written communication skills
• Strong organizational and customer service skills
• Ability to work in a fast-paced and team environment

Our employment practices are in accordance with the laws that prohibit discrimination due to race, color, creed, sex, sexual orientation, gender identity, genetic information, religion, age, national origin or ancestry, physical or mental disability, medical condition, veteran status, active military status, citizenship status, marital status or any other consideration made unlawful by federal, state, or local laws.

All of our locations are tobacco free including in company vehicles.