New Business Processor

ManhattanLife Insurance & Annuity Company; Salt Lake City (UT); On-site; USD 36,000 - 54,000; Full time

Job summary

ManhattanLife Insurance and Annuity Company in Salt Lake City, UT, is seeking a New Business Processor to handle life and accident new business applications and agent support. This in-office role requires accuracy in data entry, record requests, and timely communication with agents.

The position emphasizes customer service, collaboration with underwriters, and the ability to manage multiple tasks in a fast-paced environment. Local candidates preferred; relocation not indicated.

Qualifications

• High school graduate or GED with at least one year of business experience.
• Typing speed of at least 45 words per minute.
• Insurance knowledge preferred.

Responsibilities

• Set up and review new business Life and Accident applications in the administration system.
• Provide verbal and written status updates to agents regarding applications.
• Follow up with agents on requested corrections for new business.
• Order and follow up on medical records related to new business.
• Run underwriting reports and enter data for new business applications.
• Respond to agent support inbox in a timely manner.
• Handle phone inquiries about new business status and provide excellent service.

Skills

Mathematical aptitude

MS Office proficiency

Oral and written communication

Deadline-driven

Independent and team work

Lifting up to 25 pounds

Education

High School/GED

Tools

WebEx

Photocopier

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

New Business Processor

Salt Lake City, UT, US

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development, and a company-wide wellness program.

Scope and Purpose:

ManhattanLife is seeking to find a New Business Processor. As our New Business Processor, you will be responsible for life and accident new business application set up and agent support related to new business. This position is in-office only at our Salt Lake City, Utah location.

Duties and Responsibilities:

• Responsible for the set up and review of new business Life and Accident applications in our computer administration system.
• Provides verbal and written communication to our Agent regarding status of applications.
• Follow up with agents on any new business application corrections needed.
• Order and follow up on all medical records related to new business.
• Run underwriting reports.
• Data entry for new business applications.
• Respond to agent support inbox in timely manner.
• All phone calls associated with new business status inquiries.
• Provides excellent customer service to all agents and insureds.
• Performs other duties as assigned by management.

Minimum Qualifications:

High School Graduate or equivalent (GED); one year of business experience; insurance knowledge preferred. Type a minimum of 45 words per minute.

Knowledge, Skills and Abilities:

• Strong mathematical aptitude.
• Proficiency with MS Office (Word, Excel, Outlook, etc.) and other PC applications and/or software.
• Excellent oral and written communication skills and organization skills.
• Must be able to handle a fast-paced working environment with daily deadlines.
• Able to work well independently and within a team environment.
• Required to lift and/or move up to 25 pounds.

Travel Requirements:

This position may require light travel as needed.

Professional Development:

• Establish annual objectives for professional growth.
• Keep pace with developments in the discipline.
• Learn and apply technologies that support professional and personal growth.
• Participate in the evaluation process.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to success fully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.

AAP/EEO Statement:

ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusi ve work environment.