New Business Processor

ManhattanLife Insurance and Annuity Company; Salt Lake City (UT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Flexible schedules

Free parking

Wellness program

Professional development

Job summary

ManhattanLife Insurance and Annuity Company in Salt Lake City, Utah, is seeking a New Business Processor to handle life and accident new business setup and agent support. This in-office position works closely with agents to ensure accurate processing and timely communication.

The role requires a high school diploma or GED with at least one year of business experience, strong math skills, and proficiency with MS Office. It offers standard benefits and a collaborative, office-based environment.

Qualifications

• High School Graduate or GED with at least one year of business experience.
• Typing a minimum of 45 words per minute.
• Insurance knowledge is preferred.
• Strong mathematical aptitude.
• Proficiency with MS Office and other PC applications.

Responsibilities

• Set up and review new Life and Accident applications in the administration system.
• Provide verbal and written updates to agents regarding application status.
• Follow up with agents for corrections on new business applications.
• Order and follow up on medical records for new business.
• Run underwriting reports.
• Enter data for new business applications.
• Respond to agent support inquiries in a timely manner.
• Handle inbound calls related to new business status inquiries.
• Deliver excellent customer service to agents and insureds.
• Perform other duties as assigned by management.

Skills

Typing 45 wpm

Strong mathematical aptitude

Excellent written communication

Independent worker & team player

Education

High School Diploma or GED

Tools

MS Office

Job description

New Business Processor

ManhattanLife Insurance and Annuity Company Salt Lake City, Utah, United States

About this position

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.