Production Service Representative chez Boston Mutual Life Insurance

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.  

The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.  

• We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
• We are FOR providing practical and affordable products designed for those we serve. 
• We are FOR making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance.
• We are FOR providing a personalized customer experience to our policyholders and producers.

We do our best to: 

• Demonstrate a desire to assist
• Listen for understanding and respond empathetically
• Explain things in a manner that is easy to understand
• Be knowledgeable students of our business
• Take full ownership to resolve questions and issues
• Be professional, polite and courteous
• Leave our customers and associates “better than where we found them”

Statement of Position

Under limited supervision, the Production Service Representative is responsible for processing a variety of policyholder requests and inquiries while providing exceptional Customer Service to internal and external stakeholders.

The Production Service Representative is expected to:

• Process policy and administrative changes.  These changes may include but are not limited to cancellations and check disbursements for all loan and cash surrendered requests, seeking approval for requests over $10,000.00. 
• Investigate policies as needed, often in collaboration with other areas of the business. 
• Provide customer service through written and verbal correspondence to internal and external customers as needed. 
• Involvement in department and corporate projects.
• Participates in presentations, training, and team meetings. Is available for mentoring and assistance on cases and policy questions for newer reps. 
• Performs other duties and/or projects as needed or required.

JOB REQUIREMENTS AND QUALIFICATIONS 

Education: High School Diploma or GED required; Associates Degree preferred.

Experience: Minimum of 2 years of equivalent business experience required. Experience in accounting or bookkeeping highly preferred. Insurance experience and/or knowledge is preferred.

Knowledge Requirements:

• Excellent written/verbal communication skills.
• Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
• Excellent interpersonal skills and the ability to effectively build and extend relationships.
• Excellent working knowledge if Microsoft Office Word and Excel. 

Certifications/Licensures: N/A

Hybrid Work Model

At our Omaha location, employees will be working either Mondays & Tuesdays on site or Wednesdays & Thursdays on site due to limited space at this time.

At our Canton location, employees will be on site Monday - Thursday starting 5/1/23.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.

#LI-Hybrid