Job Description

Job Description

Job Description

Job Summary:

At Bankers Fidelity, we’re not just about policies; we’re about empowering people, fostering trust, and building long-lasting relationships. As a Bookkeeping Specialist-Policyholder Services & Loyalty, you'll be at the heart of this mission. This isn’t just a numbers role – it’s about making a tangible impact in the lives of our clients and team members.

In this role, you’ll be entrusted with the vital responsibility of ensuring that policy contract changes are processed accurately and communicated seamlessly to agents, policyholders, and internal stakeholders. Your attention to detail, communication skills, and passion for problem-solving will be key to your success here.

This position is ideal for someone who thrives in a collaborative environment and enjoys a balance of data analysis, reporting, and interaction with others. At Bankers Fidelity, your work will truly matter – and your contributions will help us continue to protect the dreams and futures of our clients.

Key Responsibilities:

Essential duties and responsibilities include but are not limited to the following:

• Accurate Policy Management:Ensuretimelyandaccurateprocessing of policy contract changes,maintainingprecision and consistency across all data.
• Clear Communication:Serve as a liaison between internal teams, agents, and policyholders, effectively communicating any updates or changes to policies in a clear and professional manner.
• Data Analysis & Reporting:Regularly analyze policy data and generate reports to track changes,identifydiscrepancies, and ensure all information is up-to-date and aligned with company standards.
• Collaboration Across Teams:Work closely with agents, internal stakeholders, and other departments to ensure seamless policy updates and resolve any issues or inquiries that may arise.
• Problem-Solving & Troubleshooting:Take initiative inidentifyingpotential issues and proactively resolve them, ensuring a smooth workflow and client satisfaction.
• Process Improvement:Continuously contribute ideas for improving workflows and efficiency in policy processing, helping to streamline operations and improve overall team productivity.
• Compliance & Accuracy:Ensure all tasks are completed in compliance with company policies, industry regulations, and best practices, upholding thehigh standardsofBankersFidelity.

Qualifications:

• Associate degreerequired; bachelor's degree preferred. Work experience will be considered in lieu of education.
• A minimum of two years of experience in bookkeeping or a related field.
• Proven ability to manage multiple priorities efficiently.
• Excellent verbal and written communication skills.
• Proficiencyin MS Office and familiarity with bookkeeping software.
• Exceptional problem-solving skills and attention to detail.
• A collaborative team player with a commitment to providing outstanding service.

Skills:

• Detail- Oriented:Exceptional attention to detail and accuracy in processing and managing policy contract changes and financial data.
• Strong Communication Skills:Ability to clearly communicate complex information to both internal teams and external stakeholders, ensuring all parties arewell-informed.
• Problem-Solving:A proactive approach toidentifyingand resolving issues, with the ability to think critically and make decisions to keep operations running smoothly.
• Organizational Skills:Strong organizational abilities to handle multiple tasks simultaneously, manage priorities, and meet deadlines in a fast-paced environment.
• Data Management & Reporting:Proficiencyin working with data, generating reports, andmaintainingaccuraterecords using spreadsheet software and internal systems.
• Collaboration:A team player who thrives in a collaborative environment, working effectively across departments to achieve common goals.
• Adaptability:Ability to quickly adapt to changes in processes, tools, or workflows, staying flexible and open to new challenges.
• Technical Proficiency:Comfortable with bookkeeping software, Microsoft Excel, and other data management tools. Experience with accounting systems is a plus.
• Customer-Focused:A client-first mindset with the ability to interact professionally and empathetically with agents, policyholders, and other stakeholders.

Work Environment / Physical Requirements:

The work environment is a standard office setting with typical office equipment. This role involves professional collaboration with colleagues and clients. Responsibilities may involve extended periods of sitting, occasional walking between departments or meeting rooms, and periodic standing, reaching, stooping, and lifting office items weighing up to 25 pounds.

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