Insurance Processor-Back Office-Policy Administration

The mission of this job is to promptly perform both financial and non-financial administrative transactions that occurs during the duration of a policy/contract. Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract. Verbally communicate and correspond with outside customers to convey requirements. Handles processing transactions on multiple product lines. Documents all calls clearly and concisely and completes follow-up work. Identify areas of potential risk for the company, including potential fraud. Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction. Serves as 1st approver for financial transactions. Answer customer inquiries.

Bachelor s Degree preferred, High School Diploma or GED or equivalent experience in financial institution operations, customer service, and/or annuity service operations Candidate preferred with transaction processing work experience in a similar environment in an Insurance process. However, candidate with no experience may be considered for the job.

Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract. Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction. Meet multiple performance targets at or above benchmark levels including, but not limited to: accuracy, call quality, timeliness, and productivity. Work harmoniously with peers within a small team environment to accomplish both personal and team performance goals. Work with customers in a professional and empathic manner. Work overtime, as needed, to meet daily deadlines. Work simultaneously with multiple computer systems. Compute moderately difficult mathematical calculations