1 день назад
Representative, New Business Support - Life (Life Insurance)
46 345 - 75 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Representative, New Business Support - Life (Life Insurance): Processing new life insurance applications and policies with an accent on data entry, document verification, agent communication, and customer service. Focus on resolving application issues, maintaining accurate records, coordinating with underwriters, and identifying complex firm, agent, and payment relationships.
Location: Hybrid role based in Grandview Heights, Ohio, with on-site presence at least two days per week. Must be able to work a shift between 8AM and 8PM EST.
Salary: $46,345–$75,500 annually. Expected starting salary: $46,345–$60,800 annually.
Company
is a Fortune 100 insurance and financial services company helping individuals and businesses prepare for and protect their future.
What you will do
- Process new life insurance applications through data entry, document verification, and application status updates.
- Communicate with clients and agents to collect missing information and resolve application issues.
- Maintain accurate records and update internal systems and databases.
- Coordinate with underwriters and other team members to support timely and accurate processing.
- Respond to inquiries, provide application updates, and assist with filing, scanning, and document organization.
- Participate in training, team meetings, huddles, and Lean continuous improvement initiatives.
Requirements
- 1–2 years of experience in processing or customer service work preferred.
- Bachelor’s degree in business, finance, actuarial science, or a related field preferred.
- Ability to identify and sort complex firm- and agent-submitted application documents.
- Ability to use internal systems and databases and identify correct external firms and internal sales partners.
- Ability to de-escalate agent issues and handle them appropriately.
- This role does not qualify for employer-sponsored work authorization; does not participate in the STEM OPT extension program.
Culture & Benefits
- Customer- and partner-focused environment centered on exceptional care.
- Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
- Paid time off, including at least 18 days per full calendar year for newly hired associates, plus paid holidays and additional company days.
- 401(k) with company match and a company-paid pension plan.
- Normal office environment with business-casual attire.
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