Life New Business Support Services - Home Office Temporary Pool

Michigan Farm Bureau•Lansing, MI

15h

About The Position

OBJECTIVE To be an effective team member of the Life New Business Department. To provide quality support services in a prompt and professional manner to Farm Bureau Insurance agents and underwriters. RESPONSIBILITIES Responsibilities: Keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files. Assemble, check, and mail life and annuity policies along with necessary supporting documents, such as amendments, billings, and other correspondence necessary to assure proper and legal policy form. Provide underwriting and agent support by ordering necessary underwriting requirements. Process all financial transactions relating to an individual new business file. Correspond with agents, their staff, and other employees of the Farm Bureau Family of Companies via e-mail, fax or telephone for information needed or requested in a prompt, accurate and professional manner Maintain up-to-date knowledge of processing procedures, coverages and automated system operation for processing. Learn to develop and update processing procedures as needed. Maintain departmental standards for production and accuracy. Record daily activity and production as directed. Utilize an accurate understanding of company and customer, DIFS, agent, affiliated company relationships, and the company's core values and departmental standards for professionalism and courtesy in business conduct. Assist in other areas of the division during low volume periods and as needed. Perform general clerical duties as requested.

Requirements

High school diploma or equivalent required
Experienced computer usage and proven skills in Microsoft Outlook, Word, Excel and PowerPoint required
Keyboarding skills with accuracy required
One-year professional office experience and customer service preferred
Self-motivated and ability to learn quickly
Excellent oral and written communication skills
Ability to handle confidential and sensitive material with discretion
Ability to handle simultaneous demands on time and attention
Ability to perform professionally in a high speed and high-pressure environment
Ability to work with a high degree of accuracy

Nice To Haves

Associate’s degree preferred
Minimum one year of experience in insurance processing preferred
Experience working with Life and Annuity products preferred

Responsibilities

Keying and verifying data
Reviewing applications for completeness
Alpha indexing
Preparing policy files
Sorting, delivering and processing mail, and retrieving files
Assemble, check, and mail life and annuity policies along with necessary supporting documents, such as amendments, billings, and other correspondence necessary to assure proper and legal policy form
Provide underwriting and agent support by ordering necessary underwriting requirements
Process all financial transactions relating to an individual new business file
Correspond with agents, their staff, and other employees of the Farm Bureau Family of Companies via e-mail, fax or telephone for information needed or requested in a prompt, accurate and professional manner
Maintain up-to-date knowledge of processing procedures, coverages and automated system operation for processing
Learn to develop and update processing procedures as needed
Maintain departmental standards for production and accuracy
Record daily activity and production as directed
Utilize an accurate understanding of company and customer, DIFS, agent, affiliated company relationships, and the company's core values and departmental standards for professionalism and courtesy in business conduct
Assist in other areas of the division during low volume periods and as needed
Perform general clerical duties as requested