New Business Entry & Problem Resolution Specialist
Homesteaders Life Co., Des Moines, IA, United States
Description
As a New Business Entry & Problem Resolution Specialist, you will be responsible for the input of new business data into the system and verifying information for accuracy. Your role will provide a wide variety of services to funeral homes, agents, marketing organizations, and account executives.
Responsibilities
Process and review new business insurance applications through a paperless workflow system, ensuring accurate data entry and compliance with state regulations and company standards.
Verify application information, documentation, and legal forms to maintain accurate policy records and support underwriting requirements.
Ensures that the integrity of policyowners files and proper underwriting are within limits established by the company.
Processes new business cases needing resolution before issue, to ensure compliance with state regulatory requirements and company standards.
Provide responsive customer service by handling inquiries from agents, funeral homes, account executives, and policy owners via phone, email, and fax.
Maintain accurate records, underwriting notes, and production tracking while supporting policy processing and administrative operations
Collaborate with team members and management to improve processes, share information, and support operational efficiency.
Assists management in reviewing procedures for updates and possible additional training needs.
Maintains recordkeeping requirements and controls for daily production and keeps new business underwriting notes current.
Requirements
High school diploma or equivalent.
1+ years of experience in general office support; data entry and new business processing experience preferred.
Prior experience in an insurance company environment is desirable.
Working knowledge of Microsoft Office products.
Experience using the LifePro office administration system is preferred.
Completion of LOMA courses in Principles and Operations within two years of employment.
Pay and Benefits Summary Our benefits include:
An excellent schedule – office closes at 1 p.m. every Friday
Annual profit sharing
401(k) with company match with discretionary contribution
Company-sponsored group medical and dental insurance
Company-paid life insurance
Company-paid long-term disability
Hybrid work environment
Paid holidays
Generous vacation time and sick leave
Paid parental leave
Casual dress year-round
Professional membership and licensing dues reimbursement
About Homesteaders Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.
We are currently not hiring in Arizona, Connecticut, California, Massachusetts, Oregon, Colorado, Montana, New York, Illinois, Minnesota, Washington, and others.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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Responsibilities
Process and review new business insurance applications through a paperless workflow system, ensuring accurate data entry and compliance with state regulations and company standards.
Verify application information, documentation, and legal forms to maintain accurate policy records and support underwriting requirements.
Ensures that the integrity of policyowners files and proper underwriting are within limits established by the company.
Processes new business cases needing resolution before issue, to ensure compliance with state regulatory requirements and company standards.
Provide responsive customer service by handling inquiries from agents, funeral homes, account executives, and policy owners via phone, email, and fax.
Maintain accurate records, underwriting notes, and production tracking while supporting policy processing and administrative operations
Collaborate with team members and management to improve processes, share information, and support operational efficiency.
Assists management in reviewing procedures for updates and possible additional training needs.
Maintains recordkeeping requirements and controls for daily production and keeps new business underwriting notes current.
Requirements
High school diploma or equivalent.
1+ years of experience in general office support; data entry and new business processing experience preferred.
Prior experience in an insurance company environment is desirable.
Working knowledge of Microsoft Office products.
Experience using the LifePro office administration system is preferred.
Completion of LOMA courses in Principles and Operations within two years of employment.
Pay and Benefits Summary Our benefits include:
An excellent schedule – office closes at 1 p.m. every Friday
Annual profit sharing
401(k) with company match with discretionary contribution
Company-sponsored group medical and dental insurance
Company-paid life insurance
Company-paid long-term disability
Hybrid work environment
Paid holidays
Generous vacation time and sick leave
Paid parental leave
Casual dress year-round
Professional membership and licensing dues reimbursement
About Homesteaders Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.
We are currently not hiring in Arizona, Connecticut, California, Massachusetts, Oregon, Colorado, Montana, New York, Illinois, Minnesota, Washington, and others.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
#J-18808-Ljbffr