Customer Operations Sr Rep

Responsibilities include but not limited to:

Designation Issue Resolution: Investigate and resolve discrepancies or errors in beneficiary designations, coordinating with policyholders, agents, and internal teams to obtain clarification or corrected documentation.

Confirmation Requests: Respond to beneficiary confirmation inquiries from policyholders, agents, and internal stakeholders by verifying current designations and providing official documentation.

Compliance Verification: Review beneficiary designation forms for completeness and compliance with state-specific requirements and company standards before processing.

Beneficiary Designation Entry: Manually input and process beneficiary designation forms into a variety of internal systems, ensuring accurate recording of primary and contingent beneficiaries across all policy types.

• Creates, maintains, and updates client level and participant records; ensures coverage applied for is within policy provisions.

• Bills, clears, and reconciles group and individual premiums. Addresses discrepancies and works with internal resources and/or client to resolve problems.

• Participates in client conference calls, visits, or stewardship meetings as requested to build relationships, resolve issues, or document and propose new procedures related to the ongoing service of new business.

• Works on new client implementations as needed, system set up and onboarding of participant records including 1035 exchange.

• Performs within established productivity, service level standards, and quality assurance (QA) goals.

• Maintains FINRA/SEC guidelines regarding daily processing requirements. (Premium clearing, surrender, loans, and withdrawals) Participates in Compliance Auditing to ensure 38a-1 requirements are met.

Qualifications:

• Strong attention to detail and focus.

• Self-motivated and reliable.

• Excellent written and verbal communication skills.

• Comfortable working independently in a queue-based environment.

• Open to training; no prior life insurance experience required.

• Ability to work with legal documents and conduct state-level compliance research.

• Positive attitude and willingness to learn.

• Requires working knowledge and skills developed through formal training or work experience.

• Identifies the problems and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions.

• Works within established procedures with a moderate degree of supervision.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes), you'll join us 1 day a week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY).

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