Policy Auditor

2 weeks ago


Salt Lake, Utah, United States Security National Financial Full time
Job Title: Policy Auditing Clerk

Security National Financial is seeking a detail-oriented Policy Auditing Clerk to join our team. As a Policy Auditing Clerk, you will play a critical role in ensuring the accuracy and integrity of our life insurance applications.

Key Responsibilities:
  • Verify and audit information on newly submitted applications for life insurance
  • Work with customers and sales management team to ensure up-to-date Price Lists and other customer information
  • Review pending applications and work with the sales team to provide corrections
  • Inbound and outbound calls assisting sales team with questions regarding applications
  • Prepare and deliver audited and completed files to underwriting
Requirements:
  • Bi-lingual (English/Spanish) preferred but not required
  • Experience with quality assurance or auditing
  • Ability to work independently and in a team environment
  • Eagerness to learn new processes and systems
  • Must be detail-oriented and able to multi-task
What We Offer:
  • Great Company Culture
  • Top Workplaces

Security National Financial is a leading provider of insurance and funeral services. We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity.


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