Processing Assistant (83418)

TRICOR Insurance • Platteville, WI

2d

About The Position

TRICOR is hiring a Processing Assistant (also described as an Individual Life & Health Processor) to support sales agents with new and renewal individual life and health insurance business. The position handles policy and application processing, customer service, client-file updates, correspondence, scanning, and related back-office work. It also includes greeting guests at the Dubuque, Iowa location and working with insurance carriers. The posting emphasizes accuracy, organization, problem-solving, prioritization, multitasking, self-sufficiency, and a strong work ethic.

Requirements

• At least 1 year of experience in customer service, the insurance industry, or a related field, such as the carrier or underwriter 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, organization, attention to detail, problem-solving skills, ability to work quickly and accurately, and ability to prioritize and multitask.
• Act as a role model for team success and support TRICOR goals and objectives.

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 advise them of account status and changes.
• Review insureds’ letters, original insurance applications, and other company documents to determine whether changes are needed.
• Modify, update, and process existing policies, including requested changes to EFT status, coverage amounts, and insurance type.
• Notify agents of policy cancellations.
• Greet guests and provide customer service at the TRICOR Dubuque, Iowa location.
• Process and record new insurance policies and changes to existing policies.
• Process and verify application and policy data, including age, name, and address.
• 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.
• Provide support for endorsements, renewals, cancellations, scanning, and other back-office projects.

Benefits

• Health, dental, and vision insurance plans, with a Health Reimbursement Account and/or Health Savings Account.
• Flexible Spending/Dependent Spending Account.
• 401(k) retirement program with company match.
• Access to a Certified Financial Planner for retirement needs.
• Competitive weekly wage and direct deposit.
• Technical job training and one-on-one coaching and mentoring.
• Personal Development Plans with milestones.
• Opportunities for advancement after appropriate training.
• Flexible schedule with emphasis on work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed