Life Insurance New Business Processor

Security National Life Insurance Company; Wells (MS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Great Company Culture

2 weeks paid time off

10 paid holidays

Health Benefits

401(k) with company match

Job summary

Security National Life Insurance Company seeks a detail-oriented administrator to process applications for new business, review forms, and update policy records. You will work with underwriters and agents to verify accuracy and ensure timely processing.

The role includes phone inspections, policy issuance, and handling changes and refunds, with standard Monday–Friday, 8am–5pm hours, in a supportive team that values a Top Workplace culture and solid benefits.

Qualifications

• High school diploma or equivalent is required.
• Basic computer operation skills.
• Type at least 35 words per minute.
• Proficient with Microsoft Office (Outlook, Excel, Word).
• Strong attention to detail.
• Able to learn new processes quickly.
• Able to work independently and as part of a team.
• Mon-Fri, 8 am–5 pm schedule.

Responsibilities

• Receive applications for new business.
• Review applications for accuracy.
• Enter applications into administrative systems.
• Coordinate with underwriting and agents to resolve questions.
• Conduct phone inspections with applicants.
• Communicate with agents on pending applications.
• Issue and mail policies.
• Cancel declined/expired applications and process refunds; Journal entries for plan changes.

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Description

About Us

Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too. We've been recognized as a "Top Workplace" for 5 years in a row.

This position will process applications for new business. Duties include reviewing life insurance applications to ensure completion, policy changes, changing policy records to reflect changes, canceling insurance policies as requested by customers or agents, and consistent communication with customers and agents to verify the accuracy of application and policies.

What You'll Do:

• Receives applications for new business
• Reviews applications for accuracy
• Enters applications into administrative systems
• Works with underwriting department and agents to resolve questions/issues
• Conducts phone inspections with applicants
• Communicates and works with agents on pending applications
• Issues and mails policies
• Cancels declined and expired applications and returns premium
• Processes journal entries for plan changes and premium refunds

Requirements

What We'll Love About You:

• High school diploma or equivalent required
• Basic computer operation skills
• Ability to type 35 wpm
• Working knowledge of Microsoft Office (Outlook, Excel, Word)
• Ability to pay close attention to detail
• Ability to quickly learn new processes and procedures
• Ability to work independently and with a team
• Ability to work Monday through Friday, 8 am to 5 pm

What You'll Love About Us

• Great Company Culture. Top Workplaces 5 years in a row
• Rest and Relaxation. 2 weeks paid time off, 10 paid holidays, and accrued sick leave
• Health Benefits. Medical with HSA and FSA options, dental
• Prepare for the Future. 401(k) with company match