Citizens

Administration

• Provide excellent customer service to Security Plan Life Insurance Company’s internal and external customers
• Process office, mail, and credit card payments; record collections, balance funds, mark receipts, make deposits, and enter collections into the DC90 collection system
• Input and review District Agent deposits in the DC90 collection system
• Answer phones using the standard company greeting
• Check and maintain individual and District email accounts throughout the workday
• Greet walk-in customers
• Process NSF checks, enter them into the DC90 collection system, and provide copies to District Manager and Field Audit staff
• Manage incoming and outgoing District mail and print labels as needed
• Track agent postage
• Track District supply inventory and place orders when needed
• Perform daily Remote Deposit check scanning
• Update daily tracking documents, including cash monitoring, activity balancing, outstanding check tracking, and production tracking reports
• Scan and submit life and fire applications to the New Business department
• Scan and submit service request forms to the Solutions Center department
• Maintain a daily log of documents scanned to the Austin office
• Check new policy applications for completeness and accuracy
• Create and submit money move request forms to the Field Audit department
• Scan and submit claim information to the Claims department
• Research and review DC83 system images to provide policy information when appropriate
• Organize and file records according to the company’s record retention policy
• Perform other duties and projects assigned by the Regional Office Administrator, including contacting policyholders, requesting payments, and updating office pay client records