Issue Specialist I

WoodmenLife•Omaha, NE

1d•$15 - $20•Onsite

About The Position

WoodmenLife is looking to hire an Issue Specialist I to join our team! This is an in-office position located at the WoodmenLife Tower in downtown Omaha. In this role, you will enter and issue life applications into multiple computer systems. Through the entry/issue process, you will maintain computer records by accurate entry of information from the application. Completes quality checks on life applications to ensure accuracy of client and policy information inputted into the multiple computer systems. Applies initial remittance on new business applications using various rules as they apply to state and federal banking regulations. Processes incomplete, postponed and declined applications, which includes refunding premiums and composing a letter of explanation to the member. Reviews applications for replacement and processes these following internal replacement guidelines. Complies with multiple state and federal regulations to ensure that contracts produced are accurate and reflective of the reflective of the pending process. WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families’ financial futures and leave a lasting legacy. As a purpose‑driven, not‑for‑profit life insurance company, our commitment is to our members and the communities they call home. As a member of the WoodmenLife family, you’ll join others who share a commitment to family, community, and country. We offer a comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more. Apply today to learn more!

Requirements

High school diploma or equivalent work experience.
Strong math skills and general accounting skills necessary for calculating interest, transferring monies and researching payments.
Strong analytical skills, attention to details and the ability to make independent decisions.
Ability to organize and prioritize work to meet established time standards and department service levels.
Ability to research and investigate previous system transactions and take appropriate action.
Ability to effectively communicate and understand information via telephone, voice mail, face-to-face and in writing.
Strong PC skills, especially with Word and the ability to work within multiple windows simultaneously.
Ability to adapt to constant change.
Ability to work in a team environment and also independently.
Ability to adhere to Core Operation’s Behavioral Standards including focusing on solutions, being open to feedback and dialogue, taking initiative, and be involved and accountable.
Ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service.
Engages well with others and passionate about providing an exemplary customer experience.

Responsibilities

Meets expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.
Performs other duties as assigned by management.
Ability to work overtime as assigned by management.
Analyzes applications recognizing completeness of application, replacement, and compliance with state regulations. Reviews for compliance with AML, fraud detection and WoodmenLife procedures in OKB or manual.
Accurately transfers and verifies data from the application into the Organization’s computer systems, recognizing and updating existing records based on new information. This includes correcting the proof of birth, SS#, name and address on previous records held by the applicant.
Executes form changes to modify the plan and amount of insurance on issued cases as requested by the Sales representative. This also includes the cancellation of the old certificate and notification to the proper department.
Identifies application for form deficiencies and communicates with Sales Associate for clarification and requests additional information when needed. Reviews HIPAA forms to ensure compliance before MIB is run.
Analyzes application and forms to correctly process split or reassigned commissions to the Sales representative’s commission account. Communicates with Sales Operations regarding Sales contract issues to ensure proper commission is paid.
Distributes funds and performs transactions in an accurate manner that affects applicants’ and or members’ bank accounts (PAC). Follows established rules and procedures in conducting analysis and allocation of funds received, determining appropriate distribution of remittances, and setting up future billings through PAC accounts, and determining refund amounts.
Performs accounting transactions such as but not limited to applying premiums, ordering and canceling refund drafts, re-depositing checks, and backing off accounting transactions due to bad checks/express checks.
Processes transactions for applications that are incomplete, postponed or rejected to include interest calculations on money being refunded and communicates with Sales Associates and applicants regarding non-issue decisions.