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Company:  Oxford Life Insurance Company was founded in 1965 and is a member of U-Haul Holding Company, a publicly traded financial holding network.  U-Haul Holding Company’s other significant holdings including U-Haul International, Republic Western Insurance Company & AMERCO Real Estate Company. Our fast paced, growing company is seeking eager, qualified, customer-centric individuals to join our team in Phoenix, AZ.

Job Title:  Oxford Policy Administration Processor

Job Overview: We are seeking an experienced processor to join our Policy Administration team.  In this position, you will ensure accurate and timely processing of policy changes and distribution requests for Life, Annuity and Medicare Supplement policies.

Responsibilities and Duties: This list is not exhaustive and may be supplemented as necessary.

Provide exceptional customer service and proactively build customer relationships to effectively solve customer needsTimely review and processing of policy changes transactions such as address changes, ownership, beneficiary changes, etc.Review all life and annuity transaction requests for accuracy and process disbursement transactions including withdrawals, surrenders, loans, annuity financial transactions, annuity transfers, Required Minimum Distributions (RMD), maturities and annuitizations with attention to detail and a high rate of accuracyMeet or exceed department productivity and quality guidelinesMonitor and respond to team and department emailsAbility to learn by hands-on training and peer-trainingAssist with monitoring reports and additional projects when neededMaintain confidentiality of all policies information and adhere to company’s privacy regulations

Qualifications:

Required:

High School Diploma/ GEDProficient in Windows and Microsoft OfficeAbility to consistently meet and exceed performance expectationsAbility to quickly adapt in a changing work environmentAnalytical skills with high attention to detail to ensure administration of processing functions is handled effectivelyProficient in multi-tasking; managing high priority items in addition to daily workloadEffective verbal and written communication skillsAbility to work independently and in a team environment

Preferred:

Insurance industry related experience; preferably job knowledge / experience in Life Insurance, Annuities and/or Medicare SupplementCustomer Service Experience

Company Benefits: 

Health insurance/benefits (including medical, dental & vision)401KEmployee Stock Ownership Plan (ESOP)Subsidized gym membership (including paid fitness classes)Life insuranceBusiness and travel insuranceMetLaw Legal programMetLife auto and home insuranceDiscounts on Apple products, cell phone plans, hotels and moreCommuter benefits programPaid holidays, vacation and sick daysIn-house cafe featuring options for all diets (Phoenix location only)Pre-tax Dependent Care and Flex Spending AccountGet Fit and Alternative Insurance Rebate Programs

U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.