Feel Good About Doing Good
The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.
While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
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Contractor
Overview
Reviews and processes forms and documents efficiently and accurately to update policy documentation. Researches issues and responds to inquiries from customers and agents. Prepares forms and correspondence for agents and customers. Researches lost policies and prepares duplicate contracts as needed.
Core Responsibilities
- Reviews all forms and supporting legal documents such as divorce decrees and trusts received as well as instructions from Legal Department for the processing and recording of changes to policy documentation; compares to current client record; enters data into Ingenium and/or Life70 to update documentation including absolute assignments of contracts, collateral assignments, power of attorney, guardians, trusts, bankruptcies, name changes, deceased owner changes, beneficiary designation changes, affidavits for change of ownership , etc.; prepares Affidavit of Hold Harmless agreements for deceased owner cases.
- Processes replacement of lost benefit certificates and policy changes (endorsements, new specification pages and riders), as required by information in the policy file and in accordance with KofC guidelines. Conducts research on lost policies in Ingenium, Life70 and AWD and assembles duplicate contract for client or types certification of insurance benefit in Word; sends to agent and/or client as requested
- Contacts customers and agents as necessary and responds to external mail, phone, fax and email inquiries; researches issues and provides information to customers and agents or other authorized parties on matters related to assignments of contracts, power of attorney, trusts, etc. 4. Performs other related duties as assigned.
Skills Qualifications
- Basic understanding of KofC life insurance and annuity products
- Basic understanding of legal documentation (e.g., trust documents, divorce decrees, power of attorney)
- Strong communication skills
- Strong customer service
- Ability to compose letters
- Very detail oriented Systems/Technical Knowledge:
- Ability to use PC and related software, including Outlook, Microsoft Word
- Ability to view and enter data in Ingenium and Life70
- Ability to use AWD
Authorization To Work In The United States Is Required.
This position is not eligible for visa sponsorship.
Education
- High school diploma
- 1-3 years general office experience
Physical Demands
Must be able to remain in a stationary position for a majority of the workday.
