1 New Business Processor/Customer Service Representative Job in Broadview, OH
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New Business Processor/Customer Service Representative
$45k-56k (estimate)
Full Time | Insurance
2 Weeks Ago
Globe Life is Hiring a New Business Processor/Customer Service Representative Near Broadview, OH
Job DescriptionNew Business Processor/Customer Service Representative
Primary Duties & ResponsibilitiesThe New Business Processor Representative is responsible for reviewing and processing Supplemental new business applications for insurance coverage, from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards. Reviewing of documents for completeness, accuracy, and compliance with each state. This Representative assists with processing policy changes and incoming phone calls from agents and policyholders.
Underwriting Responsibilities
Primary Duties & ResponsibilitiesThe New Business Processor Representative is responsible for reviewing and processing Supplemental new business applications for insurance coverage, from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards. Reviewing of documents for completeness, accuracy, and compliance with each state. This Representative assists with processing policy changes and incoming phone calls from agents and policyholders.
Underwriting Responsibilities
- Enter and review new business applications per department and state guidelines.
- Review each do cument and c omplete processes for pending and withdrawn applications for completeness, accuracy, and compliance with each state.
- Daily review and preparation of new business applications received onsite and communication to team on incoming business.
- Scan and index all applications and documents into OnBase, along with redacting any sensitive information.
- Assist with calls from agents and agency owners regarding new business submission, underwriting guidelines, procedures and state specific for each product.
- Watch for trends, issues or potential fraud from agents or policyholders.
- Complete assigned projects and courses in the planned timeframes.
- Assist with incoming calls from policyholders and process request for changes to policyholder account with high accuracy and maintaining proficient knowledge about company products and processing guidelines.
- Complaint research, follow-up, and resolution.
- Excellent verbal & written communication skills.
- Ability to ask probing questions, understand concerns, and overcome objections.
- Proficient in Word, Excel, and Outlook. Ability to learn new computer system.
- Knowledge of customer service principles and practices.
- Teamwork – Commitment to the successful achievement of team and organizational goals through a desire to participate with and help other members of the team.
- Customer Service Focus – Demonstrate a focus on listening to and understanding client/customer needs by exceeding service and quality expectations.
- Must possess a professional friendly attitude and be able to quickly develop rapport with customers.
- Type 25-30 wpm.
- Strong attention to detail.
- Ability to handle multiple tasks and deadlines.
- Ability to professionally handle and resolve escalated issues.
- One-two years of customer service experience preferred.
- High School Diploma or equivalent.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$45k-56k (estimate)
POST DATE
06/08/2024
EXPIRATION DATE
07/06/2024
WEBSITE
unitedamerican.com
HEADQUARTERS
MCKINNEY, TX
SIZE
3,000 - 7,500
FOUNDED
1900
TYPE
Public
CEO
GARY LEE COLEMAN
REVENUE
$3B - $5B
INDUSTRY
Insurance
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