Certificate Services Representative chez Modern Woodmen of America

Modern Woodmen of America is seeking a detail-oriented and member-focused professional to join our team as a Certificate Services Representative in our Members’ Service and Imaging Department. In this administrative support role, you’ll be a point of contact for members and financial representatives, assisting with certificate-related inquiries and transactions. From processing beneficiary and name changes to preparing reports and handling requests with accuracy and care, you’ll play a vital role in ensuring our members receive timely and reliable service.

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.

Responsibilities:

• Communicate with members and financial representatives via email, letter, or phone to address a wide range of certificate-related inquiries.
• Review and process requests for beneficiary, name, and applicant changes with accuracy and confidentiality.
• Prepare customized beneficiary acknowledgements and designations for non-routine cases.
• Handle requests for waivers, memorandums, and certifications in accordance with the organization’s policies.
• Evaluate assignment requests for acceptability, prepare assignment forms, and manage acknowledgements and releases for collateral and absolute assignments.
• Process output and reports related to after-issue certificate transactions.
• Investigate and resolve discrepancies in certificate data such as addresses, dates of birth, and Social Security numbers.
• Research and prepare asset verification documents for government agencies as needed.
• Provide policy statements upon request to members and internal departments.
• Review and process a variety of daily reports to ensure data integrity and operational efficiency.
• Accurately and efficiently manage work items in the Service and Workflow queues.
• Maintain up-to-date knowledge of systems, certificate transactions, Modern Woodmen policies and procedures, state and tax laws, and departmental guidelines relevant to Certificate Services.
• Contribute to the development and refinement of departmental procedures, including creating and maintaining standardized form letters.

What we need:

• High School Diploma required.
• Superior customer service skills.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple priorities in a fast-paced environment.

What we offer:

• Pay: The hourly pay for this position is $19.00. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time office focused, hourly position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7 a.m.-9 a.m. Office focused positions work on-site due to the nature of the work and have limited remote days.
• Stability: Modern Woodmen has been Modern Since 1883® and exists for our members. We make long-term decisions that provide stability for our employees, financial representatives, and members.
• Respect for personal time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
• Professional growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A beautiful office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
• On-site Café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
• A thriving local community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season.
• Exceptional benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
  • Company-paid retirement plan
  • Matching 401(k) plan
  • Employee Impact Bonus
  • Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
  • Group term life insurance.
  • Long-term and short-term disability.
  • Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.