Processing Specialist

We are adding a Processing Specialist to our team!

Who We Are:

Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.

NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.

With over 100 years of experience, our passion is to serve people. Learn more. 

Work Environment: NGL offers a flexible work environment where employees can work fully remote, hybrid or onsite at our Madison, Wis. office. We support virtual working arrangements in certain states outside of WI.

A Day in the Life:

The Processing Specialist performs service requests, financial transactions and other related processing functions for the Policy Services teams. Additional duties include performing policy changes and other support tasks on all administration systems. Individuals in this role must effectively and professionally communicate and correspond with external and internal customers including policyholders, agents, administrative personnel, and employees. In this role, work is performed under general supervision.

Primary Responsibilities:

• Accurately process routine and moderately complex service requests according to established procedures and within stated service guidelines
  • Accurately follow procedures/regulations and be able to explain/document steps taken
  • Understand the importance of the work responsible for and the consequences of incorrect or incomplete work
  • Make recommendations and provide input to resolve complex problems
  • Ability to work with staff outside of team on requests requiring additional specialized skills
  • Document decisions in the policy file and inform others as needed
  • Recommend improvements to processes/procedures and assist in implementing process enhancements
  • Provide progress reports/updates on the status of individual cases and projects
  • Accurately document financial history of customer contracts
• Provide Phone Support and effective letter writing/verbal explanations
  • Be available for internal phone calls to act as a knowledgeable resource for other areas
  • Contact customers as needed to help explain processes or to obtain missing information
  • Seek assistance, guidance, and report problems as needed
• Help ensure that team standards and goals are maintained
  • Prioritize and process work according to team standards
  • Assist team members to meet turnaround expectations
  • Manage schedule, adjusting break and lunch times to ensure sufficient team coverage of phones and processing workload
  • Actively participate in team meetings and team building activities, either virtually or in person
  • Suggest updates to team procedures and reference material
• Perform other related work as requested or required

Schedule: This is full-time hourly position with the hours of 8:00 a.m. – 4:30 p.m. CST, Monday - Friday.

Essential to Your Success:

• Ability to actively listen and respond appropriately to others
• Intermediate communication skills - verbal and written
• General PC and Microsoft Office knowledge
• Strong research and follow up skills
• Knowledge of basic accounting skills
• Organized, analytical and detail oriented
• Motivated “self-starter” with a commitment of personal growth
• Ability to work within a team environment and individually
• Typing skills of at least 40 words per minute and 5500 keystrokes per hour alphanumeric

Education Requirements:

• Minimum: High School or GED

Years of Experience:

• A minimum of one year of NGL processing experience or equivalent business experience preferred
• A minimum of two years of customer service experience preferred

What We Offer:

At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

• 20 days of Paid Time Off growing to 25 days after 5 years
• 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
• Health care, dental and vision plans
• Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account 
• Annual bonus based on company performance
• Paid Parental Leave
• 401(k) match up to 9%
• Paid Sabbatical after 8 years
• Paid Volunteer Time
• Education Assistance Program
• Employee Recognition Program
• And much more!

Click here to learn more about our comprehensive Total Rewards program.

NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact hrmadison@nglic.com.