Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

How will you contribute?

• Processes a variety of requests from policy owners including beneficiary changes, ownership changes, policy loans, and withdrawals for Whole Life, Universal Life and Annuity products, surrenders/cancellations for all products.
• Verifies completeness and accuracy of request, including policy owner’s signature. Contacts agent for conservation of policy. Reviews request for 1035 processing if applicable.
• Assists with responding to a variety of inquiries from Member Service Advocates, agents, policy owners, financial institutions, other departments through work items in the business system, telephone inquiries, and/or email.
• Sets up EFT (electric filing transmit) or credit card account on policy. Reviews and processes “bank return” list and “credit card” declines. Changes/updates records as required.
• Maintain excel spreadsheet for systematic annuity payments.
• Processes travel accident policies due to death from natural causes. Re-issues to spouse where applicable and reviews death claim certificate for cause of death and beneficiary information.
• Reviews additional deposits received on annuity policies in relationship to product and tax guidelines. If denied, refunds payment to owner and communicates with agent.
• Transfers money to another policy where applicable or refunds money as an external rollover to another company when applicable (outgoing 1035 exchange).
• Processes complex annuity beneficiary changes and annuity withdraws within guidelines of contract per product.

What do you offer?

• High School degree required; some college coursework preferred.
• Minimum two (2) years’ experience in a customer service environment required.
• At least one (1) year experience in accounting preferred.
• Loma courses 280 & 281 preferred.
• Expanded understanding and knowledge of life insurance company operations, policies and procedures and knowledge of various insurance products.
• Perform accurate mathematical calculations (addition, subtraction, multiplication and division.)
• Basic accounting experience preferred.
• Work overtime or weekends in order to meet deadlines
• Prior experience navigating and operating multiple computer applications and telephone technologies desired.

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.

#LI-Hybrid