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Citizens
Citizens
Sponsor pentru viza H1BServicii bancare
Citizens este o bancă regională de retail și comercială, care deservește consumatori și companii prin sucursale, canale online și servicii de mobile banking. Oferta sa include conturi curente și de economii, carduri de credit, credite ipotecare, împrumuturi garantate cu valoarea locuinței, împrumuturi pentru studenți, servicii de investiții și administrare a patrimoniului, precum și servicii bancare pentru companii. Organizația combină suportul bancar tradițional cu instrumente digitale precum depunerea de cecuri prin telefonul mobil, rotunjirea sumelor tranzacțiilor și administrarea online a conturilor, ceea ce o face relevantă pentru profesioniștii care explorează oportunități în domeniul bancar și al serviciilor financiare.
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Onsite Office Administrator - Citizens, United States

Support Security Plan Life Insurance Company customers by processing payments, maintaining records, scanning applications, and assisting with District Office administration.

USStatele Unite ale AmericiiLa sediuNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăAdministrație

Descriere

  • Deliver courteous service to Security Plan Life Insurance Company’s internal and external customers
  • Process office, mail, and credit card payments; document collections, balance funds, mark receipts, make deposits, and enter collections in the DC90 system
  • Enter and review District Agent deposits in DC90
  • Answer calls using the approved company greeting
  • Monitor and maintain individual and District email accounts throughout the day
  • Welcome customers who visit the office
  • Process NSF checks in DC90 and send copies to the District Manager and Field Audit staff
  • Handle incoming and outgoing District mail and print labels as required
  • Monitor agent postage usage
  • Monitor District supply levels and order supplies as needed
  • Complete daily remote-deposit check scanning
  • Maintain daily tracking records for cash monitoring, activity balancing, outstanding checks, and production
  • Scan and forward life and fire applications to New Business
  • Scan and forward service request forms to the Solutions Center
  • Keep a daily record of documents scanned to the Austin office
  • Review new policy applications for completeness and accuracy
  • Prepare and submit money-move request forms to Field Audit
  • Scan and forward claim information to Claims
  • Research DC83 images to provide policy information when appropriate
  • File and organize records in line with the company’s retention policy
  • Complete additional assignments from the Regional Office Administrator, including contacting policyholders, requesting payments, and updating office pay client records

Cerințe

  • High school diploma or GED
  • Two to three years of customer service experience
  • One to two years of experience handling money and accurately making change
  • Reliable transportation, a valid driver’s license, and liability insurance
  • Working knowledge of Microsoft Word, Outlook, and Excel
  • Strong verbal and written communication skills
  • Ability to manage high volumes of work accurately
  • Ability to learn IBM system functions and procedures
  • Demonstrated analytical, evaluation, and problem-solving skills
  • Ability to prioritize effectively and complete assigned tasks
  • Background in a collaborative, team-based workplace
  • Professional telephone etiquette and call-handling skills
  • Ability to manage multiple tasks and meet deadlines
  • Professional conduct when working with customers and colleagues
  • Ability to reach high and low, access file cabinets, operate a keyboard, and use standard office equipment
  • Ability to frequently stand, walk, sit for extended periods, lift up to 20 pounds, open filing cabinets, and bend or stand on a stool
  • Occasional local travel
  • Ability to use the company’s time-tracking system to clock in and out

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