Policy Issue Specialist: Life Insurance Processing

Americo Life, Inc.; Kansas City (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Ozark National Life Insurance is seeking a full-time Policy Issue Specialist to join our team in downtown Kansas City, MO. The role focuses on reviewing and processing life insurance applications through underwriting and issuance, ensuring accuracy and applying underwriting decisions.

The position requires strong attention to detail, organization, and the ability to manage multiple tasks in a fast-paced environment, with hours Monday–Friday, 8:00 AM–4:30 PM on-site.

Qualifications

• High school diploma or equivalent required.
• Strong attention to detail and proofreading skills.
• Excellent clerical and administrative skills, including document management and filing.
• Effective written and verbal communication skills.
• Ability to prioritize workload and meet deadlines.
• Proficiency in standard office software and computer systems.
• Strong organizational and time management abilities.

Responsibilities

• Review final application documentation for accuracy prior to policy issuance.
• Verify underwriting approvals and apply ratings as directed by Underwriters.
• Review underwriting rate and reason codes for accuracy and completeness.
• Review amendments and supporting documentation to ensure accuracy.
• Issue policies using the appropriate effective date.
• Settle policies and apply premium payments.
• Process policy increase and reduction requests submitted by policyholders.
• Respond to phone calls and emails from agents and internal departments regarding quotes, pending policies, and undelivered policies.
• Maintain accurate records and documentation throughout the policy issuance process.
• Assist with special projects and perform additional duties as assigned.

Skills

Attention to detail

Organizational skills

Time management

Administrative skills

Written and verbal communication

Prioritization

Office software proficiency

Document management

Filing

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Ozark National Life Insurance is seeking a full-time Policy Issue Specialist to join our team in downtown Kansas City, MO. The role focuses on reviewing and processing life insurance applications through underwriting and issuance, ensuring accuracy and applying underwriting decisions.

The position requires strong attention to detail, organization, and the ability to manage multiple tasks in a fast-paced environment, with hours Monday–Friday, 8:00 AM–4:30 PM on-site.