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Posted: 01/02/2024 Employment Type: Contract To Hire Industry: Administrative Job Number: 11861

Job Description

Policy Issue Specialist

Join a top company in the US pre-needs industry, renowned for its stability and exceptional benefits. Work for a secure and fun organization that has never experienced a layoff!

Why you should work here:

Exceptional Benefits: Enjoy a comprehensive benefits package that supports your health and well-being.
Stability and Growth: Be part of a growing and stable organization frequently recognized as one of the Best Places to Work.
Positive Work Environment: Join a fun and secure company with a long-standing reputation for employee satisfaction.

Responsibilities include:

Issue all types of life insurance and trust policies, ensuring accuracy and compliance with policy contract language and state regulations.
Open mail/faxes and prepare new business vouchers.
Review applications and process pending policies.
Perform client service activities, including answering inquiries, making policy changes, and handling premium accounting.
Provide field training and assistance as needed.
Prepare for Texas Banking Audit.
Process and monitor 1035 Exchanges.
Provide daily reports to Senior Management regarding outstanding policies, issued policies, and agent training issues.
Process returned applications and correct errors on issued policies.
Answer the main customer service line.

What you need to succeed:

Associate degree or equivalent work experience.
1-3 years of life insurance experience and/or LOMA matriculation is desirable.
Strong clerical experience with attention to detail.
Excellent verbal and written communication skills.
Working knowledge of Microsoft Office.
Exceptional customer service skills.
Self-starter, comfortable working in a fast-paced environment.
Desire to learn the business.
Maturity and professionalism.
Non-smoker.
Life Insurance Experience a plus.

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About Blue Ash, OH

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