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Policy Issue Clerk

3 months ago

Clearwater, United States Insurance Administrative Solutions Full time

ABOUT INSURANCE ADMINISTRATIVE SOLUTIONS
Insurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry. We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations. With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results. Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel.

Primary Responsibilities:
  • Proofread documents and correct any errors (grammatical, typographical and/or compositional) in the computer system prior to printing policies. 
  • Resolve any discrepancies that arise; print policies, assemble and mail policies.
  • Must be able to work your scheduled shift and if needed, rotate schedules with other employees for proper departmental staffing needs and /or Work Overtime if needed. 
  • Proof read submitted documents against information that was data entered into the computer system
  • Make necessary corrections in the database.                           
  • Ensure that cash with application for each policy agrees with required modal premiums or that the correct switch is marked appropriately for drafting purposes.
  • Verify that status of policy has been properly dispositioned in the database.
  • Verify that the proper state approved application and supplemental forms have been submitted.
  • Verify that forms are fully completed and signed by both agent and insured.
  • Resolve issue program errors that prevent release to the policy master database.
  • Meet deadlines for month-end closing.                        
  • Request and print policies for each approved application.          
  • Assemble policies in the correct order, making sure all pages are present and correct (when necessary).     
  • Print policy schedule pages upon request from Underwriting or POS.           
  • Process reopened or released in error policies.                                
  • Print requests for duplicate policies and re-mails.  
  • Reconcile MAILED service report and report/resolve mailing issues         
  • Provide assistance to other New Business areas, when needed.
Primary Skills & Requirements:
  • Language skills: ability to read and interpret documents such as procedure manuals and written handouts. 
  • Mathematical skills: ability to add, subtract, multiply and divide. 
  • Reasoning ability:  need to apply common sense to carry out written and/or verbal instructions.  Ability to deal with problems with multiple variables. 
  • Honesty, as well as respect, for the company and its policies & procedures is crucial
  •   High school diploma or equivalent. 
  • Six (6) months to one (1) year related experience or training preferred. 
  • Medical insurance experience a plus. 
  • Computer experience a plus. 
Schedule:
  • Monday to Friday
  • 37 hour work week

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Administrative, Keywords:Clerk, Location:Clearwater, FL-33764