Policy Illustration Specialist (Denver)
About The Position
The Policy Illustration Specialist processes illustration requests to support seamless policy issuance. The role manages auto-generated requests, enters information into systems to generate and upload illustrations, and tracks request progress. The specialist identifies system-related issues, suggests possible solutions, escalates issues to leadership when needed, and keeps sales and distribution teams updated. The role also contributes to special projects, workflow optimization, and improvement efforts. The position is based in a hybrid office environment, with three days in the office.
Requirements
- High school education or GED equivalent.
- General office or data entry experience.
- Excellent data entry skills and attention to detail.
- Excellent organizational skills to manage multiple tasks and prioritize workload.
- Good communication skills to collaborate with various teams.
- Good problem-solving skills to resolve issues.
- Proficient using MS Office.
Nice To Haves
- Experience in the insurance or financial services industry.
- Familiarity with policy illustration systems and processes.
- Life and Health insurance license(s), as required by state(s), or obtain within six months of job entry date.
Responsibilities
- Manage auto-generated requests to prepare illustrations for policy issuance.
- Input data within the system to generate and upload the appropriate illustrations.
- Receive, catalog, and track the progress of illustration requests.
- Identify system-related issues and provide possible solutions; elevate issues to leadership as necessary.
- Ensure sales and distribution teams are kept current on the status of requests.
- Collaborate on special projects, workflow optimization, and improvement efforts.
Benefits
- Competitive pay
- Bonus for eligible employees
- Pension plan
- 401k match
- Employee stock purchase plan
- Tuition reimbursement
- Disability insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Employee discounts
- Career training and development opportunities
- Paid time off starting at 160 hours annually for employees in their first year of service
- Ten paid holidays per year
- Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
- Paid parental leave for eligible employees
- Adoption assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for volunteer hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
