Life Insurance New Business Specialist - Policy Issuance

Security National Financial Corporation; Flowood (MS); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Great company culture

Paid time off & holidays

Health benefits

401(k) with match

Job summary

Security National Financial Corporation is seeking an organized insurance administrative professional to process new business applications, review for accuracy, and update policy records. You will work with underwriters and agents to resolve questions and ensure timely policy issuance.

Responsibilities include entering data into systems, performing phone inspections, and handling policy changes and refunds. Strong Microsoft Office skills and attention to detail are essential.

Qualifications

• High school diploma or equivalent
• Basic computer operation skills
• Ability to type 35 wpm
• Microsoft Office (Outlook, Excel, Word)
• Attention to detail
• Ability to learn new processes
• Teamwork and independence
• Monday to Friday 8am–5pm

Responsibilities

• Process applications for new business in life insurance
• Review applications for accuracy and completeness
• Enter applications into administrative systems
• Collaborate 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 premium refunds
• Record journal entries for plan changes and refunds

Job description

Security National Financial Corporation is seeking an organized insurance administrative professional to process new business applications, review for accuracy, and update policy records. You will work with underwriters and agents to resolve questions and ensure timely policy issuance.

Responsibilities include entering data into systems, performing phone inspections, and handling policy changes and refunds. Strong Microsoft Office skills and attention to detail are essential.