Senior Associate - Client Relations

Location NC, United States
Experience level Experienced Hire
Job details sector Life & Savings Insurance
Apply before Date not available

As a Senior Associate in Life Operations Client Relations, you will have extensive verbal and written interaction with policyholders, financial professionals, and state insurance regulators. This role is expected to be a substantive contributor to the team and must ensure that excellent client service is provided to both internal and external clients. Confidentiality and discretion are required consistently.

Essential job functions:
• Research, investigate, analyze, and respond to incoming complaints regarding life insurance products.
• Respond to inquiries involving general policy provisions, explanation of system generated correspondence, or basic requests for service.
• Administer ongoing signed legal settlements.
• Communicate with policyholders, sales agents, field management, and other service areas within Life Operations.
• Identify potential trends and raise flags when a complaint may indicate a potential problem impacting more than the policy being reviewed.

Other job functions:
• Manage incoming/outgoing requests, including cases assigned through workflow system and assignment emailed directly to analyst.
• Fax, e-mail, scan, copy, and distribute documents as required.
• Maintain accurate and organized files in compliance with record retention procedures and document preservation requests.
• Update case notes in various tracking tools.
• Provide assistance to other analysts and other business areas as necessary.
• Perform other duties as assigned.

Paralegal experience preferred

• Excellent Microsoft Office Skills (Outlook, Word, PowerPoint and Excel)
• Ability to prioritize multiple work assignments simultaneously and successfully, many with tight deadlines
• Excellent oral and written communication skills. Able to produce written communication that is technically sound, grammatically correct
• Strong decision making, problem solving, and organizational skills
• Excellent attention to detail, extremely consistent in producing quality work
• Ability to maintain confidentiality and to work with a sense of understanding and urgency
• Willing to work with new processes and technology

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA.  Almost 40% of our open jobs are filled with current employees.


NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.