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Form of workJob Description
As an New BusinessInsurance - Policy Issue Specialist, you will issue all types of life insurance and trust policies, ensuring the accuracy of all policy contracts established within the Policy Administration system and mailed to policyholders, and that all policies are issued in accordance with policy contract language and state regulations.
Additionally, you will:
- Open mail/faxes and prepare New Business voucher.
- Review applications and process pending policies.
- Issue all types of life insurance and trust policies.
- Perform some client service activities including but not limited to answering client/field inquiries, making policy changes and 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 (not issued).
- Correct errors on issued policies, and re-issue as appropriate.
- Answer main customer service line.
Qualified candidates will have:
- Associates Degree or equivalent work experience
- 1-3 years life insurance experience and/or LOMA matriculation is desirable
- Strong verbal and written communication skills
- Working knowledge of Microsoft Office
- Excellent Customer Service skills
- Self-starter, comfortable working in fast paced environment
Unity Financial is a family owned business committed to assisting families, funeral directors, and Estate Planners by providing life insurance and annuities that can be used to prefund funerals or assist in Medicaid eligibility. Our business is focused on delivering products that provide exceptional value for our customers, competitive compensation and strong benefits to our representatives, and a rewarding and friendly workplace for our employees.
To learn more about us and the services we provide, visit our website:
https://uflife.com/
If you are ready for a new challenge and meet the qualifications outlined above, apply online today!
Employer is EOE/AA/M/F/D/V.
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