National Guardian

  • Preneed Processing Specialist

    Req No.
    Job Locations
    Madison - Downtown
    Scheduled Hours
  • Overview

    Position Summary:

    Processing service requests is the principle component of this position.  The employee must effectively and professionally communicate and correspond with external and internal customers including policyholders, agents, funeral directors, third party marketers, administrative personnel and Home Office employees.  The employee should be able to perform processing functions, policy changes and other support tasks for Preneed and Final Expense lines of business. 


    Primary Accountabilities and Competencies:

    1. Accurately process routine and moderately complex service requests according to established procedures and within stated service guidelines using product and system knowledge. (60%)
    • Accurately follow procedures/regulations and be able to process the majority of work assigned and be able to explain/document steps taken.
    • Understand the importance of the work responsible for and the consequences of incorrect or incomplete work. Be able to suggest steps needed in order to correct errors or meet unusual requests.
    • 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 improvements.
    • Provide progress reports/updates on the status of individual cases and projects.
    1. Provide Phone Support and effective letter writing/verbal explanations. (25%)
    • Ability to effectively, efficiently, and professionally communicate to our customers verbally and in writing via various channels (letters, e-mails, etc.)
    • Be available for customer phone calls and act as a knowledgeable resource for other areas.
    • Ability to actively listen and respond appropriately to others.
    • Contact customers as needed to help explain processes, forms or to obtain missing information.
    • Ability to adjust written correspondence as needed in a clear professional manner.
    • Seek assistance, guidance, and report problems/escalate as needed.


    1. Help ensure that team standards and goals are maintained. (10%)
    • Process work requests in the workflow queues and other work according to team standards.
    • Assist team members to meet turnaround expectations.
    • Manage and adjust breaks and lunches to ensure sufficient team coverage of phones and work.
    1. Perform other related work as requested or required.
    2. Maintain high standards of professionalism, ethics & confidentiality (5%)
    • Follow and support company guidelines and policies
    • Maintain acceptable attendance
    • Ensure customer privacy in and around your workspace and in all communications with customers, agents, partners, Funeral Homes and coworkers.


    Required Knowledge, Skills and Abilities:

    1. Intermediate knowledge of NGL products, procedures and policy administration systems.
    2. Typing skills of at least 45 words per minute and 5500 keystrokes per hour alphanumeric.
    3. Intermediate communication skills - verbal and written
    4. Knowledge of basic accounting skills.
    5. Organized, analytical and detail oriented.
    6. Motivated “self starter” with a commitment of personal growth.
    7. General PC and office machine knowledge.
    8. Must be able to work within a team environment and individually with minimal supervision.
    9. Must be able to set priorities.
    10. Ability to present a positive and professional image.
    11. Maintain satisfactory attendance according to written company policy.

    Education and Training:

    1.  High school diploma or equivalent experience.
    2.  LOMA Level 1 Certificate with ACS designation goal preferred.



    1. One year of NGL processing experience or equivalent business experience.
    2. Two years or more of Customer Service experience preferred.


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