New Business Mail Clerk
About The Position
Ozark National Life Insurance is hiring a full-time Policy Issue Specialist to review and process life insurance applications through the final stages of underwriting and policy issuance. The role ensures policy information is accurate, applies underwriting decisions, processes policy changes, and supports agents and internal departments with questions about pending and issued policies. It calls for strong attention to detail, accuracy, organizational skills, and the ability to manage multiple tasks in a fast-paced environment. The position is onsite at the company’s downtown Kansas City, Missouri office, Monday through Friday, from 8:00 AM to 4:30 PM. Ozark National Life Insurance is a wholly owned subsidiary of Americo Financial Life and Annuity Insurance Company.
Requirements
- Strong attention to detail and excellent proofreading skills.
- Strong organizational and time-management abilities.
- Excellent clerical and administrative skills, including document management and filing.
- Effective written and verbal communication skills.
- Ability to prioritize workload and maintain accuracy while meeting deadlines.
- Proficiency in standard office software and computer systems.
- High school diploma or equivalent required.
Nice To Haves
- Previous experience in insurance operations, policy administration, underwriting support, or a related administrative role.
- Familiarity with life insurance products and policy issuance processes.
- Experience working in a fast-paced office environment with high-volume processing responsibilities.
Responsibilities
- Review final application documentation for accuracy before policy issuance.
- Verify underwriting approvals and apply ratings as directed by underwriters.
- Review underwriting rate and reason codes for accuracy and completeness.
- Review amendments and supporting documentation for accuracy.
- Issue policies using the appropriate effective date.
- Settle policies and apply premium payments.
- Process policy increase and reduction requests submitted by policyholders.
- Respond to agent and internal department phone calls and emails regarding quotes, pending policies, and undelivered policies.
- Maintain accurate records and documentation throughout the policy issuance process.
- Assist with special projects and perform additional duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
