PLEASE NOTE: This position requires a hybrid work model, with an expectation of working from the office two- three days per week. Flexibility in scheduling may be accommodated based on operational needs and team dynamics. Candidates should be prepared to discuss their availability for in-office work during the interview process.
Key Responsibilities:
- New application entry and verification
- Identify policy issues and then escalate the issues to the appropriate party
- Requirements processing
- Quality review of new application processing
- Communications with distributors and internal staff regarding new applications
- New business premium applications and refunds
- Updates to policy records of new application communications
- Other duties as assigned
Qualifications:
- This individual will be dealing with highly sensitive data and needs to be able to handle material in a confidential matter.
- Must have the ability to meet deadlines and perform multiple functions at one time
- Excellent communication and interpersonal skills
- Aptitude for learning new concepts and procedures
- Experience with Microsoft Office Suite
- Detail Oriented
- Data Entry experience
- High School education required; some college preferred
- Insurance experience preferred
- Meet the physical demands of a professional office environment.
- Fast-paced environment
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