Payments & Benefits Representative
Pan-American Life Insurance Group (PALIG) is seeking a Payments & Benefits Representative to join our U.S. Life Operations team. In this role, you will provide world-class customer service while servicing in-force policy contracts via telephone, email, and written requests.
Responsibilities
- Respond to telephone inquiries clearly and professionally, ensuring resolution before the call ends
- Address email requests within 24 hours, providing accurate and courteous responses
- Process written requests and payments by managing assigned work queues
- Ensure all requests are completed within established processing standards
- Request inforce illustrations through the Mutual Trust Agent Website or via a Math Analyst
- Respond to and explain any 1099-related inquiries throughout the year
Skills
- High School diploma or equivalent
- Experience in customer service (telephone), life insurance, or related industry
- Completion of LOMA 280/281 or Level 1 within 12 months of employment
- Strong knowledge of computer applications and basic functions
- Basic math and accounting skills
- Problem-solving and attention to detail
- Professional communication skills (verbal and written)
- Strong organizational skills and ability to multitask under pressure
- Ability to prioritize work and balance multiple tasks effectively
- Ability to work independently and adjust to changing business needs, including overtime and Saturdays
- Commitment to quality, deadlines, and delivering exceptional customer service
Benefits
- Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
- Medical and dental coverage available starting the first of the month following 30 days of service
- Hybrid work opportunities
Company Overview