PROCESSING ASSISTANT

TRICOR Insurance•Platteville, WI

3d•Onsite

About The Position

The Processing Assistant supports sales agents with new and renewal individual life and health insurance business. The role involves processing policy applications and changes, maintaining client records, communicating with agents and insurance carriers, and providing customer service. The position is based at the TRICOR Platteville Office in Platteville, Wisconsin, with the posting also describing guest service at the Dubuque, Iowa location and opportunities at TRICOR offices in Wisconsin and Iowa. The role is full-time and requires a high school education. An insurance license is required or must be obtained within 90 days of employment; the company pays the expense. TRICOR describes its culture as relationship-focused, community-minded, supportive, and family-oriented, with an emphasis on work-life balance, learning, and taking pride in client service. The company offers training, coaching, personal development plans, and opportunities for advancement after appropriate training.

Requirements

High school education level.
At least one year of experience in customer service, the insurance industry, or a related field, such as the carrier or underwriting side of the industry.
Hold an insurance license or obtain one within 90 days of employment; the company pays the expense.
Experience with Microsoft Office and general computer tasks.
Strong work ethic, goal-oriented approach, self-sufficiency, problem-solving ability, organization, accuracy, attention to detail, responsibility, and ability to prioritize and multitask.

Nice To Haves

Knowledge of the insurance industry and insurance carriers.
Experience with Applied Systems Epic software.

Responsibilities

Correspond with agents to obtain information or inform them about account status or changes.
Review letters from insureds, original insurance applications, and other company documents to determine whether changes are needed.
Modify, update, and process existing policies to reflect requested changes, EFT status, coverage amounts, or insurance types.
Notify agents of policy cancellations.
Greet TRICOR guests and provide customer service at the Dubuque, Iowa location.
Process and record new insurance policies and changes to existing policies.
Process and verify information such as age, name, and address on insurance applications and policies.
Update client files in Applied Systems Epic.
Work on commission and expiration reports.
Work with insurance carriers to process applications, changes, and cancellations.
Sort and scan mail.
Support team success and TRICOR goals and objectives as a role model, resource, and source of support.