New Business Life Insurance Application Processor

GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan

Job summary

GPM Life Insurance in San Antonio, TX is hiring for an entry level New Business Life Insurance Application Processor. This in-office role handles daily workflow of life insurance applications, with on-the-job training of 6 to 12 months and a 39-hour work week (Friday 5 hours).

You will process applications for accuracy under HIPAA, coordinate with underwriters and agents, request medical records, manage documents via DocuSign, and help keep policy pages and illustrations accurate.

Qualifications

• Proficient with Word and Excel.
• Willingness to train on the job.
• Ability to work independently and in a team.
• Strict attention to confidentiality.
• Effective communication and customer service skills.
• Strong time management and organization.
• Great people skills and professional demeanor.

Responsibilities

• Process incoming life insurance applications for accuracy.
• Communicate with the Chief Underwriter and Underwriters as needed.
• Request and follow up on medical records with vendors.
• Review agent requirements, medical exam orders, and instructions.
• Answer inbound calls from agents and update files.
• Identify and process internal and external replacements per state rules.
• Report MIB codes and finalize application reviews.
• Review policy pages and illustrations for accuracy.
• Send documents via DocuSign and imaging correspondence.

Skills

Analytical skills

Attention to detail

Efficient execution

Multitasking

Education

High school diploma

Some college coursework

Tools

Word

Excel

Job description

Job Title: New Business Life Insurance Application Processor

Location: GPM Life Insurance, San Antonio, TX

Working Conditions: In-Office, (not remote)

Job Type: Full-Time

ABOUT GPM LIFE INSURANCE

GPM Life is a Northeast San Antonio based life insurance company with an emphasis on providing excellent customer service to policyholders/customers, agents, and the GPM Life team.

GPM Life offers a competitive benefits package including medical, dental, vision, group life insurance, and a 401(k) plan with a company match.

GPM Life employees work 39 hours/week Monday through Friday. (Friday-employees work 5 hours.)

REQUIRED SKILLS

• Analytical & Quality Focus:Employ strong analytical skills to critically assess work, ensure compliance with standards, and proactively identify and correct errors to prevent issues.
• Meticulous Attention to Detail:Demonstrate a steadfast commitment to accuracy and thoroughness in all tasks.
• Efficient Execution:Manage time and organize tasks effectively to process a high volume of work quickly without compromising quality.
• Multitasking & Workflow Management:Expertly manage multiple priorities in line with department goals.

ABOUT THE POSITION

This position is an entry level position in the New Business department. The role is fast-paced and requires exceptional accuracy and attention to detail. The successful candidate will be a reliable and conscientious professional, accountable for the accuracy and quality of completed work. On-the-Job training for this position will take from 6 to 12 months.

Manage assigned life insurance applications through daily workflow including:

• Processing incoming new life insurance applications for accuracy in accordance with HIPAA guidelines.
• Communicate with the Chief Underwriter and Underwriters and assist as needed.
• Communicate issues with an application with the agent or their office administrator.
• Initiate medical records request with vendor and follow-up to ensure receipt at GPM Life.
• Review pending agent requirements, medical exam orders, and agent instructions.
• Answer inbound or transferred phone calls from agents.
• Identify and process internal and external replacements in line with state guidelines.
• Report Medical Information Bureau (MIB) codes.
• Complete final review of applications to issue the policy.
• Review policy pages and illustrations for accuracy.
• Send documents via DocuSign.
• Update file by imaging correspondence and documents as needed.
• Shared daily tasks among the team include sorting policy pages, processing digital mail, and distributing letters.
• Assist team members with duties, as needed.

CANDIDATES SHOULD HAVE

• Proficient computer skills including Word and Excel experience.
• Willingness to train on-the-job.
• The ability to work independently and as part of a team.
• Strict attention to detail in all work completed.
• Strict adherence to confidentiality and privacy rules is required.
• Effective communication and customer service skills.
• Time management and organizational skills.
• Great people skills.
• Professional demeanor.

EDUCATION AND EXPERIENCE:

• High School plus some college or equivalent.
• 2 years customer service experience.
• 2 years clerical/administrative experience.
• Experience in a life insurance environment preferred.