Associate, Title Change (Fixed Term)

POSITION TITLE

Associate, Title Changes

DEPARTMENT/SECTION

Account Services

OVERALL PURPOSE

The position is responsible for processing of all Title Change requests according to established policies and guidelines.

PREFERRED SKILLS

• Graduate of a 4-year course
• At least 2 years experience in Policy Administration

QUALIFICATIONS

• Good interpersonal, customer service and communication skills (oral and written)
• Knowledge of different life insurance and pre‑need products
• Knowledge of existing processes/procedures, business practices and workflows
• Knowledge in Ingenium, Prism, FIS, Salesforce, LGS templates and other Window applications

RESPONSIBILITIES

1. Process different Title Change transactions and check validity/completeness of requests based on company standard guidelines and procedures.
2. Seeks legal opinion/approval on compl...