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Looking to join a company with a focus on people?

Our tagline, "It's about people.", also extends to the employees of Settlers Life. The People of Settlers Life are at the heart of the company and are a huge part of its success. In recognition of their importance, Settlers Life offers an extraordinary benefits package and competitive salaries.

We have also developed a broad base of loyal partner agents that recognize the quality of our products and receive competitive commissions that include high renewals and immediate lifetime vesting that helps build a future flow of income for retirement.

Check out the Current Job Opportunities available at our Administrative Office below:

  • Available positions >
  • Telesales Representative
  • Business Analyst - Project Manager
  • Partner Support Representative
  • New Business Representative
  • Policyholder Services Representative

Click on the avialable tab(s) above to learn about our available positions!

This position is primarily responsible for assisting agents with completing point of sale phone interviews for individuals applying for life insurance. In addition, this position is responsible for making outgoing calls to agents and potential policyholders to complete phone interviews.

 

Primary Duties and Responsibilities

ESSENTIAL FUNCTIONS:

 
  1. Handle incoming calls from our agents to complete point of sale phone interviews for individuals applying for life insurance.
  2. Assist with placing outgoing calls to agents and policyholders to complete phone interviews.
  3. Assist underwriters in an efficient and accurate manner according to prescribed procedures. Duties may include, but are not limited to communication with agents via phone and/or email.
  4. Consistently exhibit satisfactory levels of performance.
  5. Maintain high standards of ethics and confidentiality covering corporate, agent, MIB and customer affairs.
  6. Perform other duties as assigned and directed to satisfaction of manager.
 

Desired Skills and Experience

 

QUALIFICATIONS:

 
  1. Verbal and written communication skills, including telecommunications and email.
  2. Computer skills
  3. Organizational and interpersonal skills
  4. Medical terminology preferred but not required
 

EDUCATION AND TRAINING:

 
  1. High school diploma
 

EXPERIENCE:

 
  1. 1-3 years basic office experience
  2. 1-3 years customer service experience
 

To apply, click here.

The Business Analysis portion of this position is responsible for working with Bristol business units and Information Services staff to facilitate re-engineering and improvements to systems and business processes in order to control costs, improve efficiency, increase sales, and/or accomplish corporate goals.

 

Overview:

The Business Analysis portion of this position is responsible for working with Bristol business units and Information Services staff to facilitate re-engineering and improvements to systems and business processes in order to control costs, improve efficiency, increase sales, and/or accomplish corporate goals. This includes analyzing and documenting business needs, defining cost/benefits, defining opportunities for improvement, developing recommendations and documenting business requirements. Post project review responsibilities include analysis to determine if business objectives were achieved, if costs were within expectations, and to make suggestions for change when appropriate.

The Project Manager portion of this position is responsible for the project charter, organizing the project team, facilitating communications, monitoring project tasks, ensuring that anticipated target dates are met and ensuring that costs remain within budget. Post project responsibilities include the documentation of lessons learned.

This position is expected to work closely with the Madison Program Analysis and Control (PAC) team as the Bristol office representative and to follow PAC established guidelines and standards.

Responsibilities

Business Analysis:

 
  1. Create/convert documented client needs and/or business processes into system improvements following established business analysis standards and practices.
  2. Proactively identify and implement efficiency opportunities: analyze processes, recommend improvements, research potential technology solutions, coordinate the submission of business ideas/opportunities, develop performance metrics and be a catalyst for the change.
  3. Work with business units and other areas of the company to establish project goals and where possible develop and implement targets and metrics to be used in measuring project effectiveness.
  4. Analyze and document business requirements that meet business sponsor needs.
  5. Conduct post project analysis to identify potential improvement in processes, to ensure project goals were met, to evaluate cost variances, to analyze actual versus projected metrics and thus determine the overall effectiveness of the project.
 

Project Management:

 
  1. Provide project management leadership to cross-functional teams, including external resources when necessary. This includes identifying major milestones and delivery dates, managing scope, coordinating resources and scheduling meetings while having a focus on communication and accountability for all team members.
  2. Use a consistent project management and/or system development methodology that includes all appropriate project management forms, documented communications w/ a pre-determined plan to facilitate the appropriate level of communication to all project stakeholders and after project completion documented lessons learned.
  3. 3.Ensure all agreed upon project completion dates are met.
  4. 4.Ensure costs remain within budget.
 

Other:

 
  1. Maintain the Bristol office project list to include project status and assigned priorities
  2. Other duties as assigned.
 

Desired Skills and Experience

QUALIFICATIONS:

 
  1. Strong background in business analysis, process improvement, systems development life cycle, and project management or extensive institutional knowledge
  2. Experience in creating clear and concise Business Analysis documentation and Business Requirements
  3. Excellent process driven analysis skills
  4. Must possess leadership qualities and have the ability to work independently
  5. Ability to facilitate meetings, including agenda and minutes preparation
  6. Excellent verbal & written communication skills
  7. Strong organizational and interpersonal skills
 

EDUCATION AND TRAINING:

 
  1. Bachelor of Science degree in a related business major, technology major or equivalent experience
  2. Optional but preferred: BABOK or PMP training/certification
  3. Optional but preferred: Sharepoint experience, SQL, query, report writing.
 

EXPERIENCE:

 
  1. At least three (3) years of direct or closely related experience or equivalent combination of education and experience is required.

To apply, click here.

The Partner Support Representative focuses on the support of all partner and agency needs to effectively market our final expense products. This position is primarily responsible for the licensing, contracting and termination of partners and phone support for all active/producing partners and agencies.

 

Overview:

The Partner Support Representative focuses on the support of all partner and agency needs to effectively market our final expense products. This position is primarily responsible for the licensing, contracting and termination of partners and phone support for all active/producing partners and agencies. This includes product overviews with prospective partners, product and procedural training issues with new partners, assisting agents with policy holder services, commissions, premiums, leads, web support, supplies, reporting and contributing to partner debt collection activities as required. This position is also responsible for assisting individual and agency partners with questions regarding the status of new business applications, processing applications pended for additional information, contacting existing partners & partner agencies to encourage new sales, follow-up on lack of sales, and conduct new partner training.

 

Responsibilities

  1. Provide service support and product expertise for our partners and agencies in an efficient and effective manner.
  2. Research and respond to questions from partners, working with other departments as needed to provide accurate, appropriate response.
  3. Resolve questions regarding licensing and contracting, commissions, new business, leads, supplies, products, premiums, policy holder services and procedures in a timely, dependable manner.
  4. Assist underwriters with new business support in an efficient and accurate manner according to prescribed procedures. Duties may include, but are not limited to communication with agents via phone and/or email.
  5. Accurately and efficiently conduct all phases of field representative appointments, contracting, renewals (to include monitoring of anti-money laundering) and terminations.
  6. Maintain accurate data and proper hierarchy structures within agency management section in the Policy Administration System (currently ID3).
  7. Assist in the monitoring of partner debt and collections as required.
  8. Assist in making outbound phone calls to encourage new sales, follow-up on lack of sales, and conduct new partner training.
  9. Properly document all partner communications via ID3, OnBase, and Salesforce.
  10. Consistently exhibit satisfactory levels of performance.
  11. Maintain high standards of ethics and confidentiality covering corporate, partner, MIB and customer affairs.
  12. Perform other duties as assigned and directed to satisfaction of Marketing management staff.
 

Desired Skills and Experience

 

QUALIFICATIONS:

 
  1. Excellent verbal & written communications
  2. PC skills which include proficiency in word/data processing and spread sheet development/manipulation.
  3. Ability to work independently yet maintain a strong team and goal orientation to support overall needs of the marketing department.
  4. Excellent organizational skills.
  5. Ability to handle multiple tasks and work well under pressure.
  6. Ability to maintain satisfactory attendance according to written company policy.
 

EDUCATION AND TRAINING:

 
  1. High school diploma
  2. Training or experience using computers, Microsoft Office programs including: Outlook, Word, Excel, PowerPoint
  3. Medical terminology course preferred but not required
 

EXPERIENCE:

 
  1. 1-3 years basic office experience
  2. 1-3 years customer service experience
 

To apply, click here.

The New Business Representative is required to accurately review, process, and issue life insurance applications based on state and company requirements and guidelines. This also requires accountability for turnaround standards based on product type.

 

Responsibilities

  • Efficiently and accurately submit application and issue required number of policies weekly (45%)
    • Utilizing OnBase and ID3 to issue policies
    • Knowledge of all standard product offerings
    • Maintain established turnaround standards based on product type
    • Review, manage and resolve pending policies in ID3
    • Identify and report any errors
  • Ensure company guidelines are met for all policies processed (30%)
    • Review application forms for completeness based on issue state requirements and product
    • Review application to ensure Signature Guidelines are satisfied, including verifying policy ownership and application signatures based on Underwriting Class
    • Review MIB, Rx reports, and medical faxes when required; code pertinent information back to MIB appropriately
    • Ensure replacement requirements and forms are complied with based on state variations
    • Ensure additional requirements are met on any ancillary forms, including but not limited to payment authorization forms, trust forms, assignment forms and disclosures
    • Identify and report incomplete or missing requirements via Workflow to the appropriate Support Team for follow-up
  • Perform other New Business-related tasks (15%)
    • Resolve any returned applications or pending policies
    • Provide back up support to Telesales team as needed
    • Perform other related work as requested or required
  • Maintain high standards of professionalism, ethics & confidentiality (10%)
    • Follow and support company guidelines and policies
    • Maintain acceptable attendance
    • Consistently exhibit satisfactory levels of performance
    • Ensure customer privacy in and around your workspace and in all communications with customers, agents, partners, and coworkers
    • Maintain high standards of ethics and confidentiality covering corporate, agent, MIB, and customer affairs
 

Required Knowledge, Skills and Abilities

 
  • Ability to become proficient in multiple programs including Workflow Management Programs, Web-Based Applications and Policy Administration Systems
  • High level of accuracy and attention to detail
  • Clear and concise communication skills—written and verbal
  • Must be able to manage individual priorities within a team environment
  • Possess or have ability to develop knowledge of medical terminology
  • Ability to receive and accept feedback from teammates and senior staff
  • Ability to present a positive and professional image
 

EDUCATION AND TRAINING:

 
  • High school diploma
  • Training or experience using computers, Microsoft Office programs including: Outlook, Word, Excel, PowerPoint
  • Willingness to obtain Level 1 LOMA Certification
 

EXPERIENCE:

 
  1. One year office, clerical or data entry experience required
  2. One year insurance administration experience preferred
  3. Medical terminology preferred
 

To apply, click here.

We are currently recruiting for a Policyholder Services Representative for our administrative offices in Bristol, VA.

Communication and exceptional customer service are the principle components of this position. The employee must be able to provide an exceptional level of service while communicating and corresponding with external and internal customers concerning policy information and procedures. Employee also is responsible for routinely providing telephone support and processing intermediate service requests.

 

Primary Accountabilities

  • Basic to Intermediate Phone Communication
    • Assist customers in understanding their policy while identifying solutions and answers to their questions.
    • Actively listen to customer inquiries and anticipate the customer’s needs.
    • Respond using the appropriate terminology and tone of voice expressing confidence.
    • Build a rapport with the customer.
    • Provide correct and complete information using basic to intermediate knowledge of products and procedures.
    • Analyze and recommend solutions to basic questions or problems.
    • Probe for additional questions or concerns.
    • Project professionalism and courtesy in response.• Reassure the customer that their concerns will be addressed.
    • Follow up when necessary with using phone service request or return call.
    • Actively support the team service level goal of 90% or above.
    • Generate the appropriate default letter adding minimal additional information in response to policyholder requests.
  • Basic to Intermediate Policy Administration
    • Accurately and efficiently process internal and external customer requests.
    • Demonstrate basic to intermediate knowledge of Settlers Life insurance products including features and limitations of:
      • Whole Life Products
      • Term Life Products
      • Rider Benefits
    • Demonstrate a basic understanding of procedures for Claims, Underwriting, imaging and accounting.
    • On a regular basis complete basic and intermediate service requests for specified department processes.
    • Accurately complete cash value, verification of insurance, and general information letters.
    • Confirm in writing beneficiary, policy assignments, and ownership changes.
    • Research/Review basic Policy Values and Financial Activity.
    • Identify unclear or unusual workflow requests and seek supervisor input.
    • Perform other related work as requested or required.
    • Complete assigned tasks and milestones by agreed upon due date.
  • Teamwork/Coaching
    • Ability and willingness to work with others in a team environment.
    • Work with other members of the team to ensuring department goals are met.
    • Participate in group decision making, listening, and responding constructively to others.
    • During calls be able to identify unclear or unusual customer requests and seek supervisor input.
    • Manage and adjust personal time off, breaks, and lunches to ensure sufficient team coverage.
  • Maintain high standards of professionalism, ethics & confidentiality
    • Follow and support company guidelines and policies.
    • Ensure customer privacy in and around your workspace and in all communications with customers, agents, partners, funeral homes and coworkers.
    • Maintain acceptable attendance.
 

Required Knowledge, Skills and Abilities

 
  • Basic to intermediate knowledge of SLI products and procedures.
  • Intermediate oral and written communication skills. Ability to handle approximately 50 plus customer calls per day.
  • General PC and office machine knowledge.
  • Proven accurate typing skills
  • Must be able to work within a team environment.
  • Organized and detail oriented while multitasking.
  • Basic accounting skills and abilities.
  • Maintain satisfactory attendance according to written company policy.
 

EDUCATION AND TRAINING:

 
  • Two years post High School education or equivalent experience.
 

EXPERIENCE:

 
  1. A. Three years customer service or insurance experience.
 

BENEFITS:

 
  • Life
  • Medical
  • Vision
  • Dental
  • 401(k) with employer match
  • Paid time off
  • Paid hours for volunteer service
  • More...

To apply, click here.

Unsolicited recruitment activity on this position is not permitted and no submissions from unauthorized agencies will be accepted.

Reproduction / republication of this information is allowable only with written authorization from Settlers Life Insurance Company.