ILA Specialist

Pacific Guardian Life
Honolulu, HI, United States
28 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Experienced
Experience required
2 years minimum
Compensation
$41,600.0
Working hours
Regular working hours
Job source

Tech stack

Microsoft Word Microsoft Excel Microsoft Windows Microsoft Outlook Electronic Funds Transfer Microsoft Office

Job description

We are seeking an ILA Specialist is responsible for the administration and support of the insurance policies issued as part of the Individual Life department. Responsibilities will include processing of bank drafts, processing of policy payments, loan repayments/payoffs, processing refunds, review/calculate/validate/correct premiums for renewable policies and communication with policy owners, as well as cross-training with other positions to support the team to ensure effective customer service.

What You’ll Do

  • Provides customer service to agents and policy owners including appropriate explanations, research, and/or referral of policy inquiries via telephone or written correspondence.
  • Interpret the various policy provisions of the plans offered by the Company to be able to administer the policies in an accurate manner.
  • Prepare received payments for system processing.
  • Processes all bank draft related functions.
  • Reviews and processes policy loan repayments and loan payoffs, validates the loan
  • repayment letters to ensure that the loan information is correct, and the policy owner is properly notified.
  • Process all returned Electronic Funds Transfer and check payments from First Hawaiian Bank.
  • Validate past due notices for Universal Life plans and follow up cases at the end of grace period.
  • Determines if refund of payments for Specific Suspense accounts are to be processed by.

Requirements

  • High school diploma required. Associate degree is preferred.
  • Minimum two (2) continuous years of administrative experience, preferably with an insurance company, or an equivalent combination of education, training, and/or experience.
  • Ability to read, analyze and interpret instructions and procedures furnished in written and oral form. Ability to apply common sense understanding to carry out instructions.
  • Ability to solve practical problems.
  • Strong written and verbal communication skills. Must be able to effectively communicate policy information with general public, agents and personnel at all levels of the organization.
  • Ability to comprehend and interpret documents such as insurance policies and technical procedures and determine course of action based on guidelines.
  • Must be flexible, cooperative, and able to adapt to change. Able to work effectively with customers and personnel at all levels of the organization.
  • Must be able to prioritize and meet critical deadlines, be well-organized and attentive to detail. Maintain a high standard of productivity, efficiency and accuracy while working under pressure.
  • Ability to calculate and apply basic mathematical formulas. Use of units of measure, using
  • whole numbers, common fraction, and decimals.
  • Ability to operate a Windows based PC, 10-key calculator, and related office equipment.
  • Intermediate skill level of Microsoft Office suite (Word, Outlook, Excel).

Benefits & conditions

  • Work for a well-established and respected local company
  • Be part of a collaborative and supportive team environment
  • Opportunities for professional development and career growth
  • Contribute to a company focused on protecting Hawai’i’s families and businesses

What We Offer

We offer a comprehensive benefits package to support the health, well-being, and financial wellness of our team members. Our benefits include health and dental insurance, group life insurance, paid vacation, holidays, and sick leave, as well as profit sharing and a 401(k) retirement plan. We’re committed to providing a supportive work environment that values both your personal and professional growth.

Salary: $20/hour

Job Type: Full-time, We offer competitive compensation and benefits packages. No relocation assistance provided. This organization participates in E-Verify.

Pay: From $20.00 per hour, * 401(k)

  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Vision insurance

About the company

Join Pacific Guardian Life (PGL), a trusted Hawai’i company since 1961 and recognized as one of Hawai’i’s Best Places to Work. Headquartered in Hawai’i with a growing national presence, PGL is expanding its annuity business and strengthening its position as a leading provider of insurance and financial solutions across the country. At PGL, we help individuals and businesses secure their futures through life insurance, annuities, and employee benefit solutions while fostering a workplace built on collaboration, learning, and long-term career growth.

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