Current Job Openings

Position Title:             Customer Service Representative (Life or Annuities)

Department:               Policy Services

Reports To:                 Manager of Life and Annuity Services

Location:                     Windsor, CT

 

Position Overview

Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Vantis Life.  Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents. This position works under immediate supervision.

Responsibilities

  • Learns all facets of Life Insurance or Annuities and the products sold
  • Handles simple to more complex in-bound calls from our clients and answers questions regarding their life or annuity product and/or servicing needs.
  • Investigates and follows up on basic or routine questions/issues to resolve concerns in an accurate and timely manner.
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through.
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information.
  • Processes routine financial and non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures.
  • Recommends and facilitates process changes to continuously improve the customer experience.
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics.
  • Escalates more complex issues as appropriate.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Successfully completes regulatory and job training requirements.
  • Performs other duties as assigned.
  • Ability to work between the hours of 8am and 6pm (hours may vary).

Experience

  • Minimum of 0-2 years of customer service experience
  • Experience with life insurance/annuity products preferred

Skills & Abilities

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone.
  • Ability to comprehend and articulate information.
  • Ability to learn and adapt in ever changing and upgrading technology.
  • Executes with urgency and professionalism.
  • Excellent analytical and organizational skills with attention to detail.
  • Excellent communication skills, both verbal and written, required.
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment.
  • Strong technical skills with the ability to navigate within multiple systems.
  • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended.
  • Willingness and ability to work under pressure and meet deadlines.
  • Ability to make a positive contribution as demonstrated by learning new skills. 
  • Ability to work with others in a collaborative team environment.
  • Bilingual ability a plus

Education/Licenses/Professional Designations

  • High School diploma required
  • Bachelor’s degree preferred

 

Job Title:                   Customer Service Representative (Life or Annuities)

Department:             Client Services

Reports To:               Director, Client Services 

Location:                   Windsor, CT 

Company:                 Penn Insurance and Annuity of New York                    

Position Overview

Penn Insurance and Annuity of New York (affiliate of Penn Mutual) is forming a new client services team to process and service our life and annuity business.  The team will be located in our Windsor, CT location.  This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients.  Our Customer Service Representatives own the relationship with our valued customers and have the rewarding responsibility of shaping the image of our company.  You will handle a variety of in-bound calls from our clients via an 800 line providing stellar service as well as delivering policy/contract administration support. We are searching for candidates with all levels of experience for this role, from entry-level to more seasoned representatives. 

Responsibilities

  • Learns all facets of universal & variable life insurance and/or annuities and the products sold
  • Handles simple to complex in-bound calls from our clients/financial professionals and answers questions regarding their life or annuity product and/or servicing needs
  • Processes routine non-financial transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
  • Investigates and follows up on questions/issues to resolve concerns in an accurate and timely manner
  • Accepts ownership of the interaction and provides a high caliber of service and follow-through, escalating more complex issues as appropriate
  • Interprets each request and navigates multiple administration systems as well as our workflow and imaging tools to gain and document needed information
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Adheres to Service Level of Agreements (SLAs) and individual/team metrics
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends
  • Successfully completes regulatory and job training requirements
  • Performs other duties as assigned

Experience

  • Minimum of 1+ years of customer service experience
  • Experience with universal and variable life insurance/annuity products preferred

Skills & Abilities

  • A customer service attitude that translates professionalism, confidence as well as a ‘smile’ over the phone
  • Ability to comprehend and articulate information
  • Ability to learn and adapt in ever changing and upgrading technology
  • Executes with urgency and professionalism
  • Excellent analytical and organizational skills with attention to detail
  • Excellent communication skills, both verbal and written, required
  • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
  • Strong technical skills with the ability to navigate within multiple systems.
  • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
  • Willingness and ability to work under pressure and meet deadlines
  • Ability to make a positive contribution as demonstrated by learning new skills
  • Ability to work with others in a collaborative team environment

Education/Licenses/Professional Designations

  • High School diploma required
  • Bachelor’s degree preferred

 

Job Title:          Policy Administrator                                                   

Department:    Client Services                                                           

Reports To:      Director, Client Services

Location:          Windsor, CT

Company:         Penn Insurance and Annuity of New York                                                                                                         

Position Overview

Penn Insurance and Annuity of New York (affiliate of Penn Mutual) is forming a new client services team to process and service our life and annuity business.  The team will be located in our Windsor, CT location.  This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients.  As a Policy Administrator, you will interact directly with our field offices and financial professionals to accept, review and process individual life new business and annuity applications, as well as informal applications.  You will ensure that the applications will partner with our underwriting team in a manner which facilitates timely risk assessment, decision making, issuance, and timely final action of application file.  You will also delivery policy administration support. 

Responsibilities

  • Manages an assigned caseload of individual life applications from submission to policy issue
  • Receives and reviews life applications from financial professionals and completes data entry and document indexing in new business entry system
  • Reviews electronically entered data for life applications and required forms; identifies and resolves any discrepancies and missing requirements; ensures all regulatory controls are enforced; acknowledges receipt of requirements on system, identifies and advises financial professionals of any additional information required, applying expertise, established procedures and regulatory rules to determine if requests are in ‘good order’
  • Upon final decision by underwriter, prepares case and system for issuing a policy according to regulatory requirements; reviews case for any changes and for completion and accuracy of information; processes necessary changes prior to issuing policy contract
  • Proactively communicates with field offices and financial professionals, both verbally and in writing, all case developments, including contract status, outstanding requirements and transactions/processing explanations
  • Reviews and matches any new requirements to case and updates system to reflect changes
  • Handles and/or critical in-bound phone and written communication from financial professionals and end clients and answers questions regarding life/annuity products and/or servicing needs
  • Using our workflow, imaging, and processing systems; handles complex in-bound requests for financial transactions within established service level agreements, while providing a consistent and high caliber of quality and attention to detail and escalating concerns when necessary
  • Processes complex transactions and documents records with consistent and high caliber of quality and attention to detail
  • Establishes and maintains high quality financial professional and client relationships – assesses needs and responds to them effectively; monitors and controls case activity; refers case to technical specialist and/or other as needed
  • Maintains knowledge of all individual life products, illustrations, systems, regulatory issues and department standards and goals
  • Develops and maintains strong working knowledge of administrative systems and all appropriate capabilities
  • Meets speed of service and quality goals for each task function and contribute to overall team goals
  • Recommends and facilitates process changes to continuously improve the customer experience
  • Performs various other related duties and assignment as needed 
  • Complies with all company and site policies and procedures
  • Remains current in profession and industry trends

Experience

  • 3 – 5 years’ experience in service delivery
  • Prior experience and/or knowledge of universal/variable life insurance a plus

Education/Licenses/Professional Designations

  • College degree preferred or equivalent work experience

Skills & Abilities

  • Ability to function in a fast paced and collaborative team environment with high productivity and accuracy expectations
  • Adaptable to a changing environment and flexibility around work assignments
  • Solid math skills
  • Demonstrates strong attention to detail
  • Strong interpersonal, verbal, and written communication skills
  • Strong computer experience; demonstrated ability in Microsoft Office; the ability to utilize multiple systems and windows simultaneously
  • Demonstrates initiative, self-motivation and excellent organization skills, ability to set priorities, work under pressure and meet deadlines
  • Adapting to change
  • Collaborating with others
  • Strong Customer focus
  • Respect for diversity
  • Focusing on detail
  • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
  • Ability to work with others in a collaborative team environment

 

Job Title:       Life and Annuity Team Leader                         

Reports To:   Director of Client Services                              

Location:       Windsor, CT

Company:      Penn Insurance and Annuity of New York                                                    

Position Overview

Supervise a team of associates within the Life and/or Annuity Services Department who deliver timely and accurate information and customer service through inbound phone calls and post issue processing.

Responsibilities

  • Actively monitor inbound (both direct and 800 line) calls and processing to ensure service level agreements and regulatory requirements are met
  • Promote a culture where associates take responsibility and are accountable for their performance by setting clear expectations; giving associates the tools they need to do their job and holding them accountable for results
  • Perform quality review of tasks performed, provide feedback to staff, and provide hands on support when necessary
  • Create metrics for reporting and process tracking
  • Work with leadership to develop business processes and service standards
  • Investigate and follow up on the most complex or critical questions/issues to resolve concerns in an accurate and timely manner
  • Responsible for fixed annuity suitability oversight (annuity new business only)
  • May handle in-bound calls from our advisers and end clients and answer questions regarding their life or annuity product and/or servicing needs when volume dictates
  • Remains current in profession and industry trends
  • Comply with all company and site policies and procedures
  • Responsible for adherence to the company’s framework of internal controls, operational plan and budget
  • Work collaboratively and may participate on project teams
  • Identify, recommend and facilitate ongoing process improvements
  • Perform various other related duties, assignments and special projects as assigned
  • Ability to work between the hours of 8:30am and 6pm (hours may vary)

Education/Licenses/Professional Designations

  • High School diploma or equivalent required
  • Bachelor’s degree strongly preferred
  • FINRA series 6 preferred
  • FLMI or other related designation preferred

Experience

  • Typically a minimum of 3 years required with 1-3 years of supervisory experience preferred
  • Experience with variable and fixed Life annuity products, processes and transactions
  • Financial services industry experience with life and annuities preferred

Skills & Abilities

  • Strong analytical, problem solving and critical thinking skills
  • Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
  • Excellent written and verbal communication skills
  • Ability to establish and sustain positive relationships
  • Client service orientation
  • Create an environment that encourages two-way communication and in which associates feel it is safe to speak up

 

Vantis Life Insurance Company/Penn Mutual is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veteran’s status, or genetic information.  Opportunities throughout the company are available to Penn Mutual and Vantis Life Associates and external candidates and are evaluated on the basis of position qualifications. 

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

 

Let us help you put the pieces together for your career opportunity. For more information, contact or  submit a resume to HR@vantislife.com.