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Summary
Conservation Specialist
Job Category: Customer Service
Full-Time
On-site
Home Office Jackson, MS 39213, USA
Description
Job Opportunity: Conservation Specialist at Southern Farm Bureau Life Insurance Company
Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Conservation Specialist, you'll be an essential part of our team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: The Conservation Specialist is responsible for proactive and reactive efforts to retain existing business (prior to cancellation by surrender or lapse), thereby increasing persistency, company revenues, and customer satisfaction.
Your responsibilities will include:
- When cancellation requests are received, discuss options/alternate solutions with requester. Communicate any disadvantages of canceling business or advantages of retaining business. Work to increase the overall percentage of business conserved.
- Assist agents in understanding and implementing conservation strategies.
- Assist with lapse prevention efforts to prevent policies from lapsing in the future.
- Research competitors' products offered to insureds. Produce inforce illustrations and proposals as needed to assist in retention of business.
- Develop and maintain scripts and correspondence for conservation efforts.
- Determine focal points throughout policy duration that determine the depth and quality of our future relationships with our customers.
- Correspond (verbally and in writing) with policyowners, agents, banks, attorneys, and other insurance companies/financial institutions regarding cancellations and conservation efforts.
- Comply with replacement regulations for each state, NAIC regulations, and any other applicable laws.
- Review and revise strategies to conserve business. Create and implement new strategies as needed.
Qualifications:
- Bachelor's degree or a combination of education and experience
- Knowledge of the life insurance industry, SFBLIC products (since inception), and tax laws (as they pertain to SFBLIC products), preferred
- Basic knowledge of Microsoft Word and Excel
- Superior verbal and written communication skills
- Excellent inter-personal skills
- Strong organizational and analytical skills
- Must effectively demonstrate the company's core values.
Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:
- Health Insurance: Comprehensive coverage for employees and their families. Access to an onsite clinic, preventive care, and prescription drugs. Mental health coverage and an Employee Assistance Program.
- Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle. Rewards for participating in fitness challenges and wellness activities.
- Weight Management Programs: Customized weight management plans. Support for achieving and maintaining a healthy weight.
- Employee Engagement: Opportunities to connect with colleagues. Fun teambuilding activities.
- Annual events for employees and their families: Company Picnic, Thanksgiving lunch, Christmas Reception. Family Fun Night
- Onsite Cafe: Convenient access to nutritious meals. Promoting healthy eating habits.
- Learning & Development: Continuous learning opportunities. Tuition reimbursement for further education.
- Mentorship Programs: Pairing employees with mentors. Professional growth and guidance.
- Promotional Opportunities: Advancement within the company. Career growth prospects.
- Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries. Retirement planning.
- Volunteer Days: Paid time off for volunteering. Contributing to the community.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Job Description
Conservation Specialist
Job Category: Customer Service
Full-Time
On-site
Home Office Jackson, MS 39213, USA
Description
Job Opportunity: Conservation Specialist at Southern Farm Bureau Life Insurance Company
Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Conservation Specialist, you'll be an essential part of our team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: The Conservation Specialist is responsible for proactive and reactive efforts to retain existing business (prior to cancellation by surrender or lapse), thereby increasing persistency, company revenues, and customer satisfaction.
Your responsibilities will include:
- When cancellation requests are received, discuss options/alternate solutions with requester. Communicate any disadvantages of canceling business or advantages of retaining business. Work to increase the overall percentage of business conserved.
- Assist agents in understanding and implementing conservation strategies.
- Assist with lapse prevention efforts to prevent policies from lapsing in the future.
- Research competitors' products offered to insureds. Produce inforce illustrations and proposals as needed to assist in retention of business.
- Develop and maintain scripts and correspondence for conservation efforts.
- Determine focal points throughout policy duration that determine the depth and quality of our future relationships with our customers.
- Correspond (verbally and in writing) with policyowners, agents, banks, attorneys, and other insurance companies/financial institutions regarding cancellations and conservation efforts.
- Comply with replacement regulations for each state, NAIC regulations, and any other applicable laws.
- Review and revise strategies to conserve business. Create and implement new strategies as needed.
Qualifications:
- Bachelor's degree or a combination of education and experience
- Knowledge of the life insurance industry, SFBLIC products (since inception), and tax laws (as they pertain to SFBLIC products), preferred
- Basic knowledge of Microsoft Word and Excel
- Superior verbal and written communication skills
- Excellent inter-personal skills
- Strong organizational and analytical skills
- Must effectively demonstrate the company's core values.
Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:
- Health Insurance: Comprehensive coverage for employees and their families. Access to an onsite clinic, preventive care, and prescription drugs. Mental health coverage and an Employee Assistance Program.
- Active Lifestyle Rewards Program: Incentives for maintaining an active lifestyle. Rewards for participating in fitness challenges and wellness activities.
- Weight Management Programs: Customized weight management plans. Support for achieving and maintaining a healthy weight.
- Employee Engagement: Opportunities to connect with colleagues. Fun teambuilding activities.
- Annual events for employees and their families: Company Picnic, Thanksgiving lunch, Christmas Reception. Family Fun Night
- Onsite Cafe: Convenient access to nutritious meals. Promoting healthy eating habits.
- Learning & Development: Continuous learning opportunities. Tuition reimbursement for further education.
- Mentorship Programs: Pairing employees with mentors. Professional growth and guidance.
- Promotional Opportunities: Advancement within the company. Career growth prospects.
- Life Insurance and Company-Funded Pension: Financial security for employees and beneficiaries. Retirement planning.
- Volunteer Days: Paid time off for volunteering. Contributing to the community.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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ABOUT THE COMPANY
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