Life New Business Processor

Michigan Farm Bureau • Lansing, MI

390d

About The Position

The Life New Business Processor plays a crucial role in the Life New Business Department by providing quality support services to Farm Bureau Insurance agents and underwriters. This position focuses on creating and managing policy records, ensuring accuracy and compliance in documentation, and facilitating underwriting processes.

Requirements

• High school diploma or equivalent required.
• Six to twelve months' employment in an insurance environment required.
• Life insurance experience required.
• Previous experience as a Life Processor or equivalent experience required.
• Knowledge of life/annuity products required.
• Ability to learn quickly and willingness to pursue continuing job-related training and education required.

Nice To Haves

• Associate's degree preferred with a focus on insurance, business administration, finance, or management.
• Designations in FLMI, CLU, FALU, LLIF, and/or ChFC preferred, or actively being pursued.
• Certification in LOMA Level I preferred.

Responsibilities

• Create online policy records efficiently and accurately.
• Assemble, check, and mail life and annuity policies along with necessary supporting documents.
• Provide underwriting and agent support by ordering necessary underwriting requirements.
• Key and verify data, review applications for completeness, and prepare policy files.
• Sort, deliver, and process mail, and retrieve files as needed.
• Order and follow up daily on medical records until they are received.
• Process all financial transactions relating to an individual new business file.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401K

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED