Sr Application Processor

Northwestern Mutual

2d•$18 - $28

About The Position

As a Senior Application Processor, you will work as part of a team responsible for consulting, communicating and corresponding on issues related to the input of life insurance application data, including auditing applications and data input, for the purpose of establishing computer records for underwriting and other required purposes. You will troubleshoot and resolve complex application issues, whether technical/system or application-related, identifying errors and determining appropriate corrective action. As appropriate, you will handle analytical and technical review of sensitive/confidential cases referred by Application Processors and others, as appropriate. You have a commitment to staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion. Primary Duties and Responsibilities The Sr. Processor is responsible for all the duties outlined in the lower level position with additional responsibilities for the job tasks involving more in-depth analytical and technical review of sensitive cases referred by Processors as well as LUCs, and other workgroups in TC/TUP. The Sr. Processor is accountable for accurate and timely completion of all Home Office and Field Office input work types. The incumbent is also responsible for inputting the confidential applications for HO employees and VIP cases. The employee must be familiar with company guidelines and unusual situations to analyze the in-force term contract. The Sr. Processor initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input. Accurate Home Office input is an integral part of establishing permanent client data records which impacts premium billing, premium refunds, corporate planning and New Business analysis. The employee completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases. The Sr. Processor must inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards. The Sr. Processor also serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion. The incumbent also serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits. The Sr. Processor is responsible to troubleshoot and resolve complex App Input issues whether system or application related. The Sr. Processor demonstrates analytical and technical skills by: Identifying errors, determining the appropriate corrective action to take Reviewing and correcting insurance rejects on the data base" Adding/Removing applications from exiting and new ISA Inputting the detailed changes and communicate them to the underwriter or TC Coordinator. Identifying and referring specific fields which require underwriter attention Activating new Insurance Service Accounts (ISA) Documenting necessary case notes for proper handling of app Maintaining performance levels within the standards set for quality and other metrics. The Sr. Processor is responsible to provide customer-focused service to internal and external customers by: Fostering a positive work team environment Participating in divisional or department committees Providing service through interpersonal, verbal and written communication Providing training support to the Network Offices upon request Serving as an App Input resource to the Field as the primary contact for the New Business Call Center Supporting and participating in divisional PACE objectives Distributing exception cases and FOI to all App Processors Independently resolves problems with applications submitted Not in Good Order (NIGO) Training and supporting new team members as needed

Requirements

Successful completion of any required testing.
Demonstrated ability to handle fast-paced, high volume work with high degree of accuracy.
Ability to interact tactfully and positively with the Field Force and Home Office personnel.
Keyboarding skills required.
Demonstrated ability to complete assignments with minimal direction and to handle details accurately.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Responsibilities

consulting, communicating and corresponding on issues related to the input of life insurance application data
auditing applications and data input
establishing computer records for underwriting and other required purposes
troubleshoot and resolve complex application issues, whether technical/system or application-related
handling analytical and technical review of sensitive/confidential cases referred by Application Processors and others
staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations
accurate and timely completion of all Home Office and Field Office input work types
inputting the confidential applications for HO employees and VIP cases
familiar with company guidelines and unusual situations to analyze the in-force term contract
initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input
completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases
inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards
serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion
serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits
troubleshoot and resolve complex App Input issues whether system or application related
Identifying errors, determining the appropriate corrective action to take
Reviewing and correcting insurance rejects on the data base
Adding/Removing applications from exiting and new ISA
Inputting the detailed changes and communicate them to the underwriter or TC Coordinator
Identifying and referring specific fields which require underwriter attention
Activating new Insurance Service Accounts (ISA)
Documenting necessary case notes for proper handling of app
Maintaining performance levels within the standards set for quality and other metrics
Fostering a positive work team environment
Participating in divisional or department committees
Providing service through interpersonal, verbal and written communication
Providing training support to the Network Offices upon request
Serving as an App Input resource to the Field as the primary contact for the New Business Call Center
Supporting and participating in divisional PACE objectives
Distributing exception cases and FOI to all App Processors
Independently resolves problems with applications submitted Not in Good Order (NIGO)
Training and supporting new team members as needed