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About the Role

Receive, review, document, and process new business applications while meeting time and quality standards.

Responsibilities

• Process completed applications, ensuring state regulated criteria are met and policies are issued timely.
• Maintain up-to-date knowledge of state regulations.
• Communicate with the New Business team, management, and field agents to obtain missing information or resolve data conflicts.
• Identify new processing system issues and communicate them to management.
• Understand billing structures for multiple Credit Unions to ensure correct application drafting.
• Document missing and pending application requirements and resolve them promptly.
• Generate and review periodic processing reports, communicating outstanding issues to management.
• Process contract changes including face reductions, age corrections, and smoker/non-smoker reclassifications.
• Participate in multi-step review processes with management for contract changes.
• Perform other duties and responsibilities as assigned by management.

Requirements

• 1-2 years of customer service experience required.
• 1-2 years of data entry experience required.
• Basic proficiency with Microsoft Word required.
• Basic proficiency with Microsoft Excel required.
• Excellent data entry skills.
• Strong written and verbal communication skills.
• Ability to handle multiple priorities simultaneously.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to adapt to change and work under pressure.
• Must be dependable.
• Occasionally required to work overtime.

Skills

• Accounting experience preferred.
• Industry recognized certifications preferred.

Location

• Binghamton, NY
• Houston, TX

Work Type

• Primarily remote
• Hybrid

Experience Level

• Level determined by relevant skills, experience and qualifications

Education Level

• High School Diploma required
• Associate’s degree preferred

Salary/Compensations

• $18.15 to $19.00

Benefits

• Competitive salary
• Competitive benefits

About the Company

• Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses.
• Innovative products help clients meet their financial protection needs.
• Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
• Continually invest in technology, equipping agents and employees with the latest tools.
• Deliver outstanding service to hundreds of thousands of policyholders throughout the United States.
• Committed to neighbors and communities through donations and service.
• Employees are among the Company’s most valued assets.
• Work environment reflects the Company’s core values of trust, respect and integrity.

Equal Opportunity

• Security Mutual is an Equal Opportunity Employer