Life Insurance New Business Processor
Posted Updated
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