Major Functions:

• Responsible for reviewing all policies for accuracy prior to mailing.
• Responsible for checking and comparing application, policy, NAIC illustration and delivery requirement information for all policies that are being mailed to the General Agent.
• Develop a working knowledge of Ordinary life insurance products, including benefits and riders.
• Receives and initiates telephone calls to agents regarding outstanding policy delivery requirements.
• Use of website to research and report confidential applicant underwriting information. 
• Maintain and respect the confidentiality of all customer records.
• Perform underwriting support functions, as needed.
• Distribute POS mail.

Qualifications include:

• High school graduate or GED.

• Keyboarding, 35 w.p.m.

• Working knowledge of Microsoft Word and Excel.

• Detail oriented.

• Excellent verbal/telephone communication skills; good verbal communication skills.

• Ability to work independently with both speed and accuracy.

• Ability to learn quickly.

• Basic knowledge of medical terminology helpful.

DRUG FREE WORKPLACE

EOE

Major Functions:

    Licensing:

• Processes contracting paperwork of new producers. Reviews for completeness and accuracy.
• Enters data for new producers. Interacts with other internal departments on contract status. Responsible for correspondence needed to complete contracting new producers.
• Processes new and renewal license appointments for producers.
• Processes agent terminations.
• Develops and maintains understanding of all state licensing requirements. 
• Provides support for other department functions, as needed.

    Customer Service:

• Respond to requests for policy information.
• Process beneficiary, owner, name and address changes.
• Back up for New Business application entry
• Provides support for other department functions, as needed.
  

Qualifications include:

• Working knowledge of Microsoft Word, Excel and Access. Email and internet experience.

• Keyboarding, 40 w.p.m.

• Excellent verbal and written communication.

• Detail oriented.

• Prior office and/or customer service experience preferred.

DRUG FREE WORKPLACE

EOE