Sr Application Processor - Hybrid.

Northwestern MutualFranklin, WI
$19 - $28Hybrid

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. Customer Service/Communication: The Sr. Processor is responsible to provide customer-focused service to internal and external customers by encouraging a positive work team environment, participating in divisional or department committees, providing service through interpersonal, verbal and written communication.

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.
  • Demonstrated customer service through effective interpersonal, verbal, and written communication.
  • 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

  • Responsible for all 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.
  • Accountable for accurate and timely completion of all Home Office and Field Office input work types.
  • Responsible for 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.
  • Inspects, analyzes, and checks 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.
  • Troubleshoots and resolves complex App Input issues whether system or application related.
  • Identifies errors, determining the appropriate corrective action to take.
  • Reviews and corrects insurance rejects on the data base.
  • Adds/Removes applications from exiting and new ISA.
  • Inputs the detailed changes and communicate them to the underwriter or TC Coordinator.
  • Identifies and refers specific fields which require underwriter attention.
  • Activates new Insurance Service Accounts (ISA).
  • Documents necessary case notes for proper handling of app.
  • Maintains performance levels within the standards set for quality and other metrics.
  • Provides customer-focused service to internal and external customers.
  • Fosters a positive work team environment.
  • Participates in divisional or department committees.
  • Provides service through interpersonal, verbal and written communication.
  • Provides training support to the Network Offices upon request.
  • Serves as an App Input resource to the Field as the primary contact for the New Business Call Center.
  • Supports and participates in divisional PACE objectives.
  • Distributes exception cases and FOI to all App Processors.
  • Independently resolves problems with applications submitted Not in Good Order (NIGO).
  • Trains and supports new team members as needed.
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