New Business Life Insurance Application Processor

GPM Life™ Insurance Company; San Antonio (TX); On-site; USD 37,000 - 62,000; Full time

Job summary

The New Business Life Insurance Application Processor at GPM Life Insurance in San Antonio, TX handles incoming life insurance applications with a focus on accuracy and HIPAA compliance. This entry-level role offers on-the-job training over 6 to 12 months and requires meticulous attention to detail and strong communication with underwriters and agents.

You will review applications, manage documents in DocuSign, and coordinate with vendors to obtain medical records, while supporting a

Qualifications

• 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.

Responsibilities

• Process 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.

Skills

Analytical

Detail oriented

Efficiency

Multitasking

Education

High School plus some college or equivalent

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.