Retirement Service Specialist
SFBLIJackson, Mississippi, United States
Posted May 4, 2026
Full Time
About the Company
Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence.
Job Description
The Retirement Service Specialist will answer questions from agents and policy owners concerning traditional life, health, disability income, universal life, adjustable premium life, annuities, and long-term care. The role involves performing transactions to accomplish service requests and has an area of expertise but also cross-trains in all aspects to master service of all products.
Requirements
- Bachelor’s degree or Associate’s degree
- Two years’ Customer Service related experience or five years’ customer experience
- In-depth knowledge of servicing of SFB products
- Proficient knowledge of tax laws as they pertain to SFB products
- Basic Windows knowledge
- Proficient knowledge of all policy administration systems and sub-systems, and Ingenium
- Strong organizational skills
- Strong communication skills, both oral and written
- Ability to function effectively in the workplace
- Ability to work with others effectively
- Ability to meet organizational goals and customer expectations
Benefits
- Health Insurance
- Active Lifestyle Rewards Program
- Weight Management Programs
- Employee Engagement
- Onsite Cafe
- Learning & Development
- Mentorship Programs
- Promotional Opportunities
- Life Insurance and Company-Funded Pension
- Volunteer Days