New Business Processor

About the role

The New Business Processor is part of the Life & Long-Term Care business segment and is responsible for accurately processing new business applications/cases for multiple product lines from the point-of-application entry through to the policy going in force. This role provides support to the department in three areas: application entry, final action processing and policy delivery. This individual partners with Case Management to ensure a customer focused approach is in place and to prioritize and process new business that meets specific service level targets.

What You Will Do

• Work with the New Business team to issue policy, place policy in force, assemble policy documents for delivery.
• Partner with Case Management to resolve outstanding New Business application and/or underwriting data needs.
• Process and apply complex premium payments, refund premium and initiate transfers or exchanges from outside carriers.
• Adhere to and conduct required suitability review and documentation in alignment with state and regulatory guidelines.
• Report out opportunities for efficiencies and innovation.

What You Will Need

• College degree or work experience in lieu preferred (insurance, operations, call center or financial services).
• High School Diploma or equivalent or any combination of education and experience which would provide an equivalent background.
• 2+ years of experience in customer service required.
• Requires self-accountability, strong attention to detail, and the ability to perform effectively in a fast-paced customer service environment with high volumes.
• Proficient with Microsoft Office products.
• Professional written & verbal communication skills and the ability to collaborate with internal stakeholders.

Pay & Schedule

Salary Band: 02B. This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.

Benefits

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location (Indianapolis, Charlotte, Cincinnati)