SUMMARY: Provides customers with courteous customer service in person or over the phone; strives to retain present customers to serve customers’ needs.

DUTIES AND RESPONSIBILITIES:

• Resolves mostly routine and some non-routine, more complex problems and communicates solution or requested information to the customer including, but not limited to, account balances and histories
• Gains or has attained full proficiency in a specific area of discipline
• Performs maintenance on accounts per customer request
• Provides timely resolution of customer/producer complaints, concerns, and inquiries
• Builds effective relationships and trust with producers, customers, and potential customers
• Maintains knowledge of changes to the business environment
• Pro-actively gathers and updates customer information during interactions
• May assist with policy changes, claims and other administrative responsibilities
• Understand the full array of the department’s responsibilities to provide back-up, when necessary
• Supports marketing campaigns and product launches
• Processes customer transactions including but not limited to inflows or outflows of cash or cash equivalents; ensures all necessary information is in place prior to completing transaction; sends appropriate correspondence
• Distribute all incoming correspondence, when necessary
• Process payroll entries such as EMPSA, annuity deposits and life insurance payments
• Process director fees
• Properly adheres to company risk management principles:
• Adhering and supporting GBU’s Enterprise Risk Management Framework
• Understanding and complying with applicable laws, regulations, policies and

procedures; completing all required training; executing and monitoring controls
effectively (as applicable); appropriately identifying, assessing, escalating and
remediating risks, potential issues and control failures (as applicable); and
reporting compliance or regulatory concerns to management

• Understanding and conducting oneself in accordance with the Employee

Handbook and preserving GBU’s brand and reputation

• Performs other related duties as assigned by management.

QUALIFICATIONS:

• Minimum one (1) year related experience or equivalent
• Excellent customer service skills
• Excellent verbal and written communication skills
• Commitment to excellence and high standards
• Strong organizational skills; able to manage priorities and workflow
• Ability to work independently and as a member of various teams
• Ability to understand and follow written and verbal instructions
• Ability to perform diversified clerical functions and basic accounting procedures
• Ability to effectively communicate with people at all levels and from various backgrounds
• Attention to detail
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• Prior experience with life and annuity products preferred

ABOUT US: GBU Financial Life (GBU) is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members, GBU is non-denominational and has grown to be a profitable life and annuity insurer with over $4 billion in assets. As Pennsylvania’s largest fraternal, and the nation’s sixth, GBU serves more than 60,000 members across the country with a 42-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life and retirement products, including term life, permanent life, and fixed annuities.

GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. We are also heavily involved in sponsoring various programs such as scholarships, grants, and other fraternal programs for our members. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.

GBU’s office and main operations are based in Pittsburgh, Pennsylvania. We employ a staff of around 75 loyal, tenured employees. GBU is financially strong and recently earned an “A-” A.M. Best rating due to our thoughtful investment and long-term financial growth approach. Controlled growth and long-term financial management and investing are core to the company’s success in achieving the strong financial position we have today.

Attracting new talent to GBU to support our enterprise-wide growth goals is one of the many priorities for us as we move forward. As we continue building a best-in-class operations and technology platform, and diversifying our product mix, we are looking to add to our team. You can help us strengthen our foundation by being the next addition to our high-performing team!

What’s In It for You?

GBU is a small, family-oriented company. We have very low turnover, some of our staff has 20+ years’ experience. We offer medical, prescription, dental, and vision insurance. The company covers your annual health deductible. Are you concerned about your financial future? Don’t worry anymore because not only does GBU pay a competitive wage we also provide a 401(k) match and a pension plan. Need more? How about group life insurance paid by the company, or should you become disabled we got you covered through our company-paid short-term and long-term employee disability plans! We have a generous time-off plan that allows our employees to have a great work-life balance. Speaking of time-off – we work from 8:00am – 5:00pm Monday through Thursday, and 8:00am – 12:00pm EVERY Friday! We don’t want to bore you with all the benefits and perks of working here – you just have to click the link below to apply, then let us do the rest!

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Experience:

• annuity/life product knowledge: 3 years (Required)
• customer service: 2 years (Required)

Work Location: Remote

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