Underwriting Support Associate - Life Insurance
Pekin Insurance is a company that values its employees and fosters a collaborative environment. They are seeking an Underwriting Support Associate to process new insurance applications, manage data imaging, and ensure accurate documentation throughout the underwriting process.
Responsibilities
- Reviews applications and confirms that required signatures, forms, and related files are completed accurately
- Verifies agent licensing and works with the Marketing Department on obtaining updated licenses
- Requests claims history and microfilm documents
- Enters new case date into appropriate systems
- Applies premiums received and creates and initiates initial and automatic premium drafts
- Assembles and binds contracts for mailing, ensuring that all required documents are included
- Initiates correspondence regarding outstanding requirements
- Calculates initial premiums due, completes accounting transactions, and processes refunds
- Prepares, scans, and indexes documents and images being converted into electronic format
- Maintains all scanned documents in meticulous order
- Processes microfilm print requests
- Ensures all workflow items are completed in a timely manner and within quality expectations
- Escalates issues and concerns from customers as needed
- Recognizes general issues and concerns and suggests process improvements
- Works with other departments to resolve processing issues
- Performs other duties as assigned
Skills
- High School diploma or equivalent
- Typically requires 0-2 years of experience in related field
- Basic skill in completing assignments accurately and with attention to detail
- Basic skill in data entry with minimal errors
- Basic ability to perform routine office work using basic clerical skills
- Basic ability to communicate effectively in both oral and written form
- Basic ability to work as a team member and follow directions
- Basic ability to adapt to changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment
- Basic ability to work comfortably in a fast-paced work environment
- Basic knowledge of Microsoft Office software
- Applicants must be authorized to work in the U.S. without sponsorship now or in the future
- Prior experience in an office environment
Benefits
- Health, Dental and Vision Insurance
- Generous 401(k) with company match
- Paid Time Off (PTO) with Paid Holidays
- Flexible/Hybrid Work Schedule
- Paid Volunteer Program
Company Overview