PROCESSING ASSISTANT (83418)

About the role

Purpose, Passion, and Pride. We have an exciting opportunity for a Processor on our team in any of our TRICOR Office locations. If you have a strong work ethic, are goal driven, self-sufficient, hold excellent problem solving skills, organized, can work quickly and accurately, have attention for detail, are responsible and have ability to prioritize and multi-task — this is the position for you. If you're passionate about data entry and detailed tasks such as greeting guests, providing support for the processing of endorsements, renewals, cancellations, and scanning — as well as various back-office projects while continuing to learn and taking pride in working for a company that shares in a commitment to local communities — we’re hiring. Our culture and environment is built on relationships and taking care of our clients’ insurance needs.

The Individual Life & Health Processor position will provide support to the sales agent for new and renewal business.

Responsibilities

• Correspond with agent to obtain information or inform them of account status or changes.
• Examine letters from insureds, original insurance applications, and other company documents to determine if changes are needed.
• Modify, update, and process existing policies to reflect requested changes, EFT status, amount of coverage, or type of insurance.
• Notify agent of policy cancellation.
• Greet and provide customer service to TRICOR guests in our Dubuque, IA location.
• Process and record new insurance policies and changes to those policies.
• Process and verify data such as age, name, address, etc. on insurance applications and policies.
• Update client files in Epic.
• Work on commission and expiration reports.
• Work with carriers in processing applications, changes, cancellations, etc.
• Sort and scan mail.

Qualifications

• Knowledge of the insurance industry and carriers preferred; however not necessary.
• Experience with Applied Systems Epic software preferred; however not necessary.
• Experience with Microsoft Office software suite and literate in general computing tasks.
• 1+ year in customer service, insurance industry, or related field (i.e., carrier and/or underwriter side of the industry).
• Hold insurance license or must obtain license within 90 days of employment (company expense).
• Act as a role model in terms of team success, resource and support for TRICOR goals and objectives.

Benefits

• A full-time career in a successful family owned and operated business that is growing.
• Opportunities for advancement after appropriate training.
• Locations in WI and IA.
• Health, dental, and vision insurance plans with Health Reimbursement Account and/or Health Savings Account.
• Flex Spending/Dependent Spending Account.
• 401(k) retirement program with a company match and access to a Certified Financial Planner to assist with retirement needs.
• Competitive weekly wage and direct deposit.
• Technical job training and one-on-one coaching/mentoring support.
• Personal development plans for all positions with milestones to achieve.
• Supportive and motivating staff to help you succeed in a family atmosphere.
• Flexible schedule with emphasis on work-life balance.
• Dress for your day Monday through Friday.

Schedule

Flexible schedule with emphasis on work-life balance, Monday through Friday.

Pay

Competitive weekly wage with direct deposit.