Description About Us Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too. We've been recognized as a "Top…
Skills: Data entry, Application processing, Microsoft Office, Outlook, Excel
Description About Us Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too. We've been recognized as a "Top…
Skills: Spanish language, Customer service, Data entry, Microsoft Office, Word
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For more than 60 years, we have stood as a trusted, rock-solid industry leader with a proven track record of continuous growth. Specializing in preneed insurance and funeral planning, our mission is simple: to help famil…
Skills: Life Insurance Sales, Funeral Planning, CRM, Bilingual English and Spanish, Lead Management
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For more than 60 years, we have stood as a trusted, rock-solid industry leader with a proven track record of continuous growth. Specializing in preneed insurance and funeral planning, our mission is simple: to help famil…
Skills: Life Insurance Sales, Funeral Planning, CRM, Bilingual English and Spanish, Sales
Preneed Advisor About Us… Security National Life is a solid company with more than 60 years in the market and growing. Based out of Salt Lake City, we represent funeral homes across the country. We are the industry’s all…
Skills: Sales, Relationship Building, Lead Generation, Customer Education, Financial Planning
Preneed Advisor About Us… Security National Life is a solid company with more than 60 years in the market and growing. Based out of Salt Lake City, we represent funeral homes across the country. We are the industry’s all…
Skills: Sales, Relationship Building, Lead Generation, Customer Education, Financial Planning
For more than 60 years, we have stood as a trusted, rock-solid industry leader with a proven track record of continuous growth. Specializing in preneed insurance and funeral planning, our mission is simple: to help famil…
Skills: Life Insurance Sales, Funeral Planning, CRM, Bilingual English and Spanish, Lead Conversion
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Skills: Life Insurance Sales, Spanish Fluency, Haitian Creole Fluency, English Fluency, Client Relationship Management
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Full-time
high school
Paid time off, Paid holidays, Sick leave, Medical insurance, HSA, FSA
Posted 5d ago
~40 hrs/week
Responsibilities
The processor is responsible for reviewing and entering new life insurance applications into administrative systems while ensuring accuracy. They also coordinate with the underwriting department and agents to resolve issues and manage policy changes or cancellations.
Requirements
Candidates must have a high school diploma or equivalent and basic computer skills, including proficiency in Microsoft Office. The role requires the ability to type 35 wpm and maintain strong attention to detail in a fast-paced environment.
Full job description
Description
About Us
Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too. We've been recognized as a "Top Workplace" for 5 years in a row.
This position will process applications for new business. Duties include reviewing life insurance applications to ensure completion, policy changes, changing policy records to reflect changes, canceling insurance policies as requested by customers or agents, and consistent communication with customers and agents to verify the accuracy of application and policies.
What You'll Do:
Receives applications for new business
Reviews applications for accuracy
Enters applications into administrative systems
Works with underwriting department and agents to resolve questions/issues
Conducts phone inspections with applicants
Communicates and works with agents on pending applications
Issues and mails policies
Cancels declined and expired applications and returns premium
Processes journal entries for plan changes and premium refunds
Requirements
What We'll Love About You:
High school diploma or equivalent required
Basic computer operation skills
Ability to type 35 wpm
Working knowledge of Microsoft Office (Outlook, Excel, Word)
Ability to pay close attention to detail
Ability to quickly learn new processes and procedures
Ability to work independently and with a team
Ability to work Monday through Friday, 8 am to 5 pm
What You'll Love About Us
Great Company Culture. Top Workplaces 5 years in a row
Rest and Relaxation. 2 weeks paid time off, 10 paid holidays, and accrued sick leave
Health Benefits. Medical with HSA and FSA options, dental
Prepare for the Future. 401(k) with company match
Related keywords
Life InsuranceNew Business ProcessorUnderwritingPolicy AdministrationData EntryMicrosoft OfficeOutlookExcelWordCustomer ServiceAdministrative SystemsPremium RefundsApplication ReviewInsurance Policies
Security National Life Insurance Company provides affordable life insurance and annuity products to fund prearranged and prepaid funerals.
Preneed products offer lifetime protection against funeral inflation costs by pre-planning and funding funerals at participating establishments before the need at time of death.
Final Expense services specialize in affordable and convenient products that “make sense” for you and your family to cover funeral costs and additional expenses.
Home Service is a combination of sales and ongoing service within the home to bring peace of mind to individuals and families about their final wishes.
Offices: 5300 South 360 West, Salt Lake City, Utah 84123, US · 3935 I-55 South, Jackson, Missippi 39212, US
Preneed InsuranceFinal Expense InsuranceMarketingLead Generationand Home Service InsuranceInsuranceFinancial Services
Security National Life Insurance Company provides affordable life insurance and annuity products to fund prearranged and prepaid funerals.
Preneed products offer lifetime protection against funeral inflation costs by pre-planning and funding funerals at participating establishments before the need at time of death.
Final Expense services specialize in affordable and convenient products that “make sense” for you and your family to cover funeral costs and additional expenses.
Home Service is a combination of sales and ongoing service within the home to bring peace of mind to individuals and families about their final wishes.
Offices: 5300 South 360 West, Salt Lake City, Utah 84123, US · 3935 I-55 South, Jackson, Missippi 39212, US
Preneed InsuranceFinal Expense InsuranceMarketingLead Generationand Home Service InsuranceInsuranceFinancial Services