Home Office Openings
Posted Date Position Title
4/6/2022 Insurance Clerk
Qualifications:
    EDUCATION AND EXPERIENCE:
  • High School graduate or General Education Degree (GED).
    QUALIFICATIONS:
  • Ability to establish and maintain effective working relationships.
  • Strong organizational and time management skills.
  • Is accountable for ensuring accuracy and completeness through attention to detail.
  • Ability to learn new procedures and accept additional duties.
  • Ability to handle a variety of assignments with accuracy.
Salary Info: Exact starting salary determined by prior experience.
Summary: Performs general office duties. Assist agents and insureds with questions or concerns regarding policy values, beneficiaries, ownership, claim proceeds, etc. Provide customer service regarding all life and annuity policies. Update policies to include address changes, change of ownership, change of beneficiary and change of name. Process policy loans and dividend withdrawals. Assist with annuity surrenders and withdrawals.
    ESSENTIAL DUTIES:
  • Open, sort, and distribute mail.
  • Process policy loans and dividend withdrawals.
  • Update and correct policy information including membership numbers and address changes.
  • Modify and update beneficiaries, owners and names upon receipt of completed change forms. Evaluate information for completeness and accuracy. Answer questions regarding beneficiaries and ownership.
  • Research returned mail for new or correct addresses.
  • Process lapses for non-payment, automatic premium loans, and capitalize interest.
  • Issue certificates of lost policies.
  • Prepare documentation for advance premium deposit agreements.
  • Research premium renewal notifications and make necessary changes.
  • Calculate and process policy surrenders. Determine the correct cash value, dividend value, and premium refunds to be included in the surrender proceeds.
  • Process annuity surrender and partial withdrawals.
  • Prepare miscellaneous correspondence as needed.
  • Cross trains and provides support for departmental personnel.
  • Provides excellent customer service to all external and internal customers and maintains a good working relationship with field and Home Office personnel.

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