Role OverviewProcess applications for new business, reviewing life insurance applications for accuracy, and communicating with customers and agents. This role will work independently and with a team, Monday through Friday, 8 am to 5 pm.
What You Will Do
Receives applications for new business, reviews applications for accuracy, enters applications into administrative systems, works with underwriting department and agents to resolve questions/issues, conducts phone inspections with applicants, communicates and works with agents on pending applications, issues and mails policies, cancels declined and expired applications and returns premium, processes journal entries for plan changes and premium refunds.
Why It Might Be a Fit
We're looking for someone with a high school diploma or equivalent, basic computer operation skills, ability to type 35 wpm, working knowledge of Microsoft Office, ability to pay close attention to detail, ability to quickly learn new processes and procedures, and ability to work independently and with a team.
Requirements
- High school diploma or equivalent required
- Basic computer operation skills
- Ability to type 35 wpm
- Working knowledge of Microsoft Office (Outlook, Excel, Word)
- Ability to pay close attention to detail
- Ability to quickly learn new processes and procedures
- Ability to work independently and with a team
Benefits
- 2 weeks paid time off
- 10 paid holidays
- Accrued sick leave
- Medical with HSA and FSA options
- Dental
- 401(k) with company match
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