Issue Representative

Boston Mutual Life Insurance Company•Canton, MA

About The Position

The New Business GA Individual Issue Representative is responsible for setting up, data entering new applications, issuing, resolving agent concerns, responding to status emails, calls, quality reviewing applications and policies, while demonstrating the highest levels of service and professionalism in all they do.

Requirements

High School Diploma required. Some college preferred.
Minimum of 2 years of business experience required.
Excellent written/verbal communication skills.
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines.
Strong ability to pay attention to detail
Excellent interpersonal skills and the ability to effectively build and extend relationships.
Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow.
Strong computer skills using MS Office.
Works well in a team environment and independently.

Nice To Haves

Insurance knowledge is a plus.

Responsibilities

Oversee all newly submitted applications by collecting relevant information and verifying accuracy with all necessary forms.
Data enter of new General Agencies’ application submissions into the Tracker database.
Export MIB, EFT and IDV/OFAC batch.
Validate agent and hierarchy licensing state and company appointments using electronic system.
Issue General Agency policies and process duplicate policy requests.
Calculate premiums and check for accuracy and discrepancies.
Assist agents with product quotes and illustrations.
Follow up discrepancies with agent/broker.
Handle complex policies, ALIS changes and transactions.
Quality review applications and issued policies for accuracy and potential errors.
Handle written and verbal communication with General Agency Producer, Policyholders and Home Office departments.
Resolve agent concerns and answer inquiries.
Responsible for incoming fax, mail and emails.
Look for opportunities for improving workflow.
Participation in team meeting, team goal setting, and team decisions.
Must comply with privacy guidelines; will protect the privacy of customer information.
Assist with policy assembly, checking, and mailing.
Train and mentor new employees.
Assist with updates to training manuals.
Other duties and special projects as required.