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Policy Issue Specialist
2 weeks ago
Policy Issue Specialist
Join a top company in the US pre-needs industry, renowned for its stability and exceptional benefits. Work for a secure and fun organization that has never experienced a layoff
Why you should work here:
- Exceptional Benefits: Enjoy a comprehensive benefits package that supports your health and well-being.
- Stability and Growth: Be part of a growing and stable organization frequently recognized as one of the Best Places to Work.
- Positive Work Environment: Join a fun and secure company with a long-standing reputation for employee satisfaction.
Responsibilities include:
- Issue all types of life insurance and trust policies, ensuring accuracy and compliance with policy contract language and state regulations.
- Open mail/faxes and prepare new business vouchers.
- Review applications and process pending policies.
- Perform client service activities, including answering inquiries, making policy changes, and handling premium accounting.
- Provide field training and assistance as needed.
- Prepare for Texas Banking Audit.
- Process and monitor 1035 Exchanges.
- Provide daily reports to Senior Management regarding outstanding policies, issued policies, and agent training issues.
- Process returned applications and correct errors on issued policies.
- Answer the main customer service line.
What you need to succeed:
- Associate degree or equivalent work experience.
- 1-3 years of life insurance experience and/or LOMA matriculation is desirable.
- Strong clerical experience with attention to detail.
- Excellent verbal and written communication skills.
- Working knowledge of Microsoft Office.
- Exceptional customer service skills.
- Self-starter, comfortable working in a fast-paced environment.
- Desire to learn the business.
- Maturity and professionalism.
- Non-smoker.
- Life Insurance Experience a plus.
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