Accurately audit the application and contract pages against policies newly issued
- Review application and other documents against the newly issued policy in our Policy Admin system for accuracy and completeness based on issue state requirements, product guidelines, and compliance procedures
- Review 1035 exchanges based on issue state requirements, product guidelines, and compliance procedures. Revise welcome letter for 1035 exchanges.
- Follow a variety of procedures as well as product and state guidelines
- Attend team meetings and training sessions for new products and/or procedures when necessary
- Revise endorsement in policy pages when required.
- Route policies requiring correction(s) to the New Business and Customer Service teams when required
Print, assemble, and mail policy packets to Customer post-audit
- Order and print application and policy pages from our database, policy admin, and document generation systems
- Assemble and mail policy based on state, marketer and requested delivery method
- Print, assemble, review and mail duplicate policies requested by our customers
- Print corrected policies and create revised correspondence letter when requested
- Review team members policies for address accuracy to assure compliance with privacy and confidentiality initiatives
- Maintain 3 day turnaround standard and strive for a 2 day goal on mailing
Index and route incoming faxed applications within stated service goals
- Index producer name based on provided producer number. Confirm via faxed application if legible.
- Index insured name(s) provided on faxed application if legible.
- Split faxes by product and payment when required
Research and re-send policies that have been returned as non-deliverable
- Research correct address via Accurint, OnBase.
- Document address changes in ID3 and OnBase and re-mail policy to updated address.
Maintain high standards of professionalism, ethics & confidentiality
- 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
Perform other related work as requested or required
Complete assigned projects, tasks, and/or milestone by agreed upon date