Underwriting Support Associate - Life Insurance

Pekin InsurancePekin, IL
9h$18 - $23Hybrid

About The Position

The Underwriting Support Associate processes new insurance applications from receipt of application to policy delivery. This position is also responsible for data imaging and indexing of documents.

Requirements

  • High School diploma or equivalent
  • Typically requires 0-2 years of experience in related field
  • Completing assignments accurately and with attention to detail
  • Data entry with minimal errors
  • Perform routine office work using basic clerical skills
  • Communicate effectively in both oral and written form
  • Work as a team member and follow directions
  • Adapt to changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment
  • Work comfortably in a fast-paced work environment
  • Microsoft Office software
  • Applicants must be authorized to work in the U.S. without sponsorship now or in the future.

Nice To Haves

  • Prior experience in an office environment

Responsibilities

  • Reviews applications and confirms that required signatures, forms, and related files are completed accurately
  • Verifies agent licensing and works with the Marketing Department on obtaining updated licenses
  • Requests claims history and microfilm documents
  • Enters new case date into appropriate systems
  • Applies premiums received and creates and initiates initial and automatic premium drafts
  • Assembles and binds contracts for mailing, ensuring that all required documents are included
  • Initiates correspondence regarding outstanding requirements
  • Calculates initial premiums due, completes accounting transactions, and processes refunds
  • Prepares, scans, and indexes documents and images being converted into electronic format
  • Maintains all scanned documents in meticulous order
  • Processes microfilm print requests
  • Ensures all workflow items are completed in a timely manner and within quality expectations
  • Escalates issues and concerns from customers as needed
  • Recognizes general issues and concerns and suggests process improvements
  • Works with other departments to resolve processing issues
  • Performs other duties as assigned

Benefits

  • Health, Dental and Vision Insurance
  • Generous 401(k) with company match
  • Paid Time Off (PTO) with Paid Holidays
  • Flexible/Hybrid Work Schedule
  • Paid Volunteer Program
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