Job Description
Life New Business Processor US-MI-Lansing Job ID: 2026-8525Provide underwriting and agent support by ordering necessary underwriting requirements, keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files.
Order and follow up daily on medical records until they are received.
Process all financial transactions relating to an individual new business file, including rollovers, transfers, commission adjustments, medical fees payment, general premium accounting and list bill processing. Qualifications Life New Business Processor Qualifications Required High school diploma or equivalent required.
Six to twelve months’ employment in insurance environment required.
Life insurance experience required.
Previous experience as a Life Processor or equivalent experience required.
Knowledge of life/annuity products required.
Ability to learn quickly. Willingness to pursue continuing job related training and education required.
Preferred Associate’s degree preferred with focus on insurance, business administration, finance or management.
Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred, or actively being pursued.
Certification in LOMA Level I preferred.
PM19 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PId4f7e7d9a972-25405-39527852
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