National Life Group
1035 Exchange Specialist/Replacement Processing
National Life Group, Addison, Texas, United States, 75001
1035 Exchange Specialist/Replacement Processing
Join to apply for the
1035 Exchange Specialist/Replacement Processing
role at
National Life Group 1035 Exchange Specialist/Replacement Processing
4 days ago Be among the first 25 applicants Join to apply for the
1035 Exchange Specialist/Replacement Processing
role at
National Life Group The Opportunity to Make a Difference
Our Life Transfer Specialists deliver a superior customer experience to the distribution channelsagent or agenciesby ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve. The Opportunity to Make a Difference
Our Life Transfer Specialists deliver a superior customer experience to the distribution channelsagent or agenciesby ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.
A typical day finds the Life Transfer Specialist processing in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone and email. You will be a liaison with the producing agent(s)/agency throughout the life cycle of each transfer/replacement. We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the wayand all for a common Cause!
Successful Candidates Were Seeking
You have 2+ years of professional work experience interacting with customers You are passionate about working for a company with a cause-driven culture A college degree is not required, but it is preferred.Ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree You must be able to successfully pass a background check
The Skills To Succeed
You are great with people and not afraid to lead You enjoy delighting customers with exceptional service You are an excellent communicator, with strong listening skills You are strong with solving problems and enjoy working in a collaborative team You thrive in a fast paced environment and are computer savvy (web searches, MS Office and Mainframes)You have a curious mindset and the courage to respectfully assert your opinions You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change You dont mind following a defined process to achieve repeatable, consistent business results with a minimum of variation You are flexible to roll with change that occurs with a rapidly growing company
What Youll Find At National Life Group
Competitive pay and outstanding health, wellness and insurance benefits Genuine opportunities for growth and career advancement Fun collaborative, team-based environment Paid training and development through NL University Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with Ashford University Paid time off and holidays 40 hours of paid community service hours annually Flexible options to work part-time or work remotely on select days Onsite fitness center A culture committed to inclusion and diversity
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
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Join to apply for the
1035 Exchange Specialist/Replacement Processing
role at
National Life Group 1035 Exchange Specialist/Replacement Processing
4 days ago Be among the first 25 applicants Join to apply for the
1035 Exchange Specialist/Replacement Processing
role at
National Life Group The Opportunity to Make a Difference
Our Life Transfer Specialists deliver a superior customer experience to the distribution channelsagent or agenciesby ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve. The Opportunity to Make a Difference
Our Life Transfer Specialists deliver a superior customer experience to the distribution channelsagent or agenciesby ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.
A typical day finds the Life Transfer Specialist processing in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone and email. You will be a liaison with the producing agent(s)/agency throughout the life cycle of each transfer/replacement. We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the wayand all for a common Cause!
Successful Candidates Were Seeking
You have 2+ years of professional work experience interacting with customers You are passionate about working for a company with a cause-driven culture A college degree is not required, but it is preferred.Ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree You must be able to successfully pass a background check
The Skills To Succeed
You are great with people and not afraid to lead You enjoy delighting customers with exceptional service You are an excellent communicator, with strong listening skills You are strong with solving problems and enjoy working in a collaborative team You thrive in a fast paced environment and are computer savvy (web searches, MS Office and Mainframes)You have a curious mindset and the courage to respectfully assert your opinions You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change You dont mind following a defined process to achieve repeatable, consistent business results with a minimum of variation You are flexible to roll with change that occurs with a rapidly growing company
What Youll Find At National Life Group
Competitive pay and outstanding health, wellness and insurance benefits Genuine opportunities for growth and career advancement Fun collaborative, team-based environment Paid training and development through NL University Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with Ashford University Paid time off and holidays 40 hours of paid community service hours annually Flexible options to work part-time or work remotely on select days Onsite fitness center A culture committed to inclusion and diversity
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Other Referrals increase your chances of interviewing at National Life Group by 2x Get notified about new Processing Specialist jobs in
Addison, TX . Dallas-Fort Worth Metroplex $57,000.00-$60,000.00 2 weeks ago Dallas, TX $45,000.00-$50,000.00 4 weeks ago Accounts Receivable & Payable Analyst- Trades
Dallas, TX $45,000.00-$50,000.00 3 days ago Senior Grants and Contracts Specialist, Translational Neuroscience
Dallas, TX $45,000.00-$50,000.00 3 days ago Flower Mound, TX $56,000.00-$70,000.00 3 weeks ago SPANISH TOLL PROCESSING CALL CENTER REPRESENTATIVE (Full-Time)
Plano, TX $54,357.33-$73,770.66 1 month ago Dallas, TX $45,000.00-$50,000.00 3 days ago Plano, TX $102,890.67-$139,637.34 1 month ago Dallas, TX $48,906.00-$62,701.00 4 months ago Payroll Tax and Compliance Specialist - Enterprise Business Services
Dallas, TX $54,357.33-$73,770.66 1 month ago Dallas, TX $45,000.00-$50,000.00 3 days ago Dallas, TX $102,890.67-$139,637.34 1 month ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr