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

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