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Policy Issue Specialist

Blue Ash, OH 45242

Posted: 01/02/2024 Employment Type: Contract To Hire 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

Ready to take your career to the next level in Blue Ash, Ohio? This vibrant suburb of Cincinnati boasts a dynamic job market with incredible growth opportunities waiting for you. Nestled in the heart of Hamilton County, Blue Ash offers a perfect blend of suburban charm and urban amenities. From the stunning outdoor spaces like Blue Ash Nature Park and the family-friendly Summit Park, to the mouth-watering local cuisine like the legendary Skyline Chili and Graeter's Ice Cream, there is something here for everyone. Explore art galleries at the Sharonville Cultural Arts Center, catch a show at the Blue Ash Montgomery Symphony Orchestra, or cheer on the Cincinnati Reds at the Great American Ball Park – this area has it all. Join us in Blue Ash and discover a place where career success meets quality of life like never before!