03/28/2022

New Business Issuing Specialist (14446)

  • Globe Life Family Heritage Division
  • McKinney, TX, United States
Full Time

Job Description

JOB SUMMARY:

This position is within the New Business Department of Liberty National. The specialist will process pending policy applications under the guidelines specified by the underwriting team and Liberty National, and work to resolve issues related to policies issued COD to amended per underwriting guidelines. The individual will assist with daily with keeping policies from being backlogged by issuing pending policies in timely manner. The position communicate with both internal and external customers, including senior executive leadership regarding the status of policies and any related issues that cause delays in issuing. The specialist will also work additional duties as assigned by management/supervisor.

PRIMARY DUTIES & RESPONSIBILITIES:

Key Responsibilities:

  • Issue pending policies per the guidelines established by underwriting in accordance with Liberty National processes and procedures.
  • Responding to email communication daily, includes answering questions, processing requests in timely manner
  • Issue policies into COD status that have been amended according to underwriting guidelines
  • Correct agent error issues to ensure proper pay of commission to correct agent
  • Complete Endorsement Letters to notify proposed insured of policy changes that impact premium and policy rating
  • Send notification of premium waivers for further processing
  • Send notification of refunds to be processed, track and ensure policies are completed and issued in timely manner
  • Assist with COD email box when overflow occurs to ensure prompt response to email inquiries
  • Process non-commissionable applications using BPM/OIPA system daily, prevent backlog of applications
  • Assist underwriting with clearing pending requirements for policies to facilitate further review by underwriting team
  • Clear Agent Error report daily to ensure correct agent information assigned to policies issued

BEHAVIORAL EXPECTATIONS:

Maintain a positive work atmosphere by behaving and communicating in a manner so that you maintain a professional relationship with customers, co-workers and management.

Required Skills:

Required Skills:

  • Excellent verbal and written communication skills
  • Able to communicate with various levels of management on a professional level
  • Experience with Word, Excel, Outlook, with the ability to learn new computer systems.
  • Team player
  • Detailed oriented
  • Prior insurance accounting experience required
  • Ability to manage multiple tasks and meet departmental deadline
  • High degree of accuracy, attention to detail
Required Experience:

EDUCATION & WORK EXPERIENCE REQUIRED:

  • College Degree or equivalent work experience
  • 2 Years Customer service experience
  • Call center experience a plus
  • 2 Years Insurance experience

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