The New Business Policy Issuance Assistant/Associate is responsible for providing effective customer service for all clients and agents by using excellent, in-depth knowledge of Company products and programs and communicating effectively with team members within the customer service department.
Essential Functions
Issuing new policies
Depositing Checks electronically
Following up on Straggler Checks/Returning Checks
Reissue of policies as needed
Cost Basis Adjustments
Outbound follow-up calls
Quickly complete corrections
Process Cancellations
Monitor and respond to the team email box daily
Internal chat monitoring
Attend training and development meetings
Properly save policy information to M-files
Competencies
Customer/Client Focus
Problem-Solving/Analysis
Punctual and regular attendance
Time Management and Flexibility
Communication Proficiency
Teamwork Orientation
Technical Capacity
Strong Attention to Detail
Required Minimum Qualifications
Assistant level
High School Diploma or GED
6 months of customer service experience
Must be proficient in using a computer
Experience in the Insurance industry is preferred
Associate level
High School Diploma or AA Degree
1-year experience in a similar insurance/annuity-related role
Or 6 months of experience internally
Must be proficient in using a computer
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear customers and agents over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed.
Travel
No travel is expected for this position.
Work Authorization/Security Clearance
Must be eligible to work in the United States.
AAP/EEO Statement
Midwest Holding is an Equal Opportunity Employer.
If you need assistance or an accommodation due to a disability, you may contact us at 402-489-8266.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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