About the role
Description
About Us
Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too
. We've been recognized as a "Top Workplace" for 5 years in a row.
This position will process applications for new business. Duties include reviewing life insurance applications to ensure completion, policy changes, changing policy records to reflect changes, canceling insurance policies as requested by customers or agents, and consistent communication with customers and agents to verify the accuracy of application and policies.
What You'll 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
Requirements
What We'll Love About You
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
- Ability to work Monday through Friday, 8 am to 5 pm
What You'll Love About Us
- Great Company Culture.
- Top Workplaces 5 years in a row
Rest and Relaxation
. 2 weeks paid time off, 10 paid holidays, and accrued sick leave
Health Benefits
. Medical with HSA and FSA options, dental
Prepare for the Future
. 401(k) with company match