Job Description
Job Description
Title : Post Approval Processor
Location : Franklin, WI
Type : Hybrid (3 Days On-Site, 2 Days Remote)
Hours : 8am-4 : 30pm CT (Department hours : 7am-6pm CT, may work within this range)
Duration : ASAP - December 2025
Perks : Competitive Rates, Benefits, free daily lunch when onsite
Job Summary :
The Post Approval Processor is responsible for demonstrating the Company's commitment to quality service by being responsive to customer needs and communicating effectively. This role requires full proficiency in policy issue, change, and reporting processes, specifically related to DocuSign requests.
Key Responsibilities :
Reporting New Business :
- The Post Approval Processor must have extensive knowledge of policy reporting procedures, including premium sweep, HO premium accounts, FO / HO premium collection, and GA reporting processes.
Unsettled Collections :
Expedite and settle unsecured and secured notes, backdating interest charges, and other unsettled items.Monitor Network Office records, investigate irregularities, and maintain pending files for unsettled items.Research and resolve accounting variances.Reconsiderations / Miscellaneous :
Process policy rescissions and verify reconsideration printouts for accuracy.Provide information for backdating interest calculations and resolve various system issues with other departments.Assist in training and provide ongoing support to new Post Approval Processors.Represent the company during video / teleconferences and participate in field expediter visits and related activities.Required Skills and Qualifications :
High School education and / or accounting / bookkeeping experience preferred.Strong analytical, decision-making, and customer service skills.Proven ability to build rapport and interact professionally with internal and external customers.Strong written and oral communication skills.Ability to handle complex financial transactions and calculations.Ability to independently set priorities, meet deadlines, and handle multiple assignments.Knowledge of New Business functions and workflow.Familiarity with New Business / Insurance ISA databases is a plus.Additional Information :
This position involves minimal phone communication, with a primary focus on email communication and transactional tasks.Attention to detail, especially regarding numbers and data entry in various systems, is essential.
