What are the responsibilities and job description for the New Business Life Insurance Application Processor position at GOVERNMENT PERSONNEL MUTUAL LIFE INSURANCE COMPANY?
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.