LIFE CUSTOMER SERVICE PROCESSOR RESPONSIBILITIES

Process transactions on all life products from agents, insureds and third parties effectively and efficiently.
Process Core functions of the Life Customer Service Department, including loan and withdrawal requests, mode changes, surrenders, transfer/rollover, Electronic Funds Transfer (EFT) setup, policy changes, death claim and disability setup and settlement, and NFO options per customer’s requests. Generate documents and mail checks.
Calculate gain/cost basis for creating and maintaining tax records to be sent to the Internal Revenue Service (IRS).