Policy Issue Trainee

Get paid to learn a new industry and start your path toward a new career with a stable company!

We are an A.M. Best A- Rated Life Insurance Company seeking a motivated Policy Issue Trainee who is a team player with a strong work ethic and takes ownership of their work. This is an entry-level position with opportunity to learn and grow. If you have an eye for detail this may be the opportunity you are looking for.

Essential Functions

• Review all applications and related forms for completeness and accuracy
• Perform accurate data entry (proofreading own work) of life and annuity application into administrative system and follow workflow process
• Type various required letters to continue processing of application
• Follow-up with agents regarding outstanding requirements via email and phone
• Answer agent inquiries of pending cases via email and phone
• Typing various letters for movement of monies, generate/prepare amendments and endorsements as required
• Issue, assemble and mail life/annuity certificates
• Proofreading and auditing of issued certificates
• Purge Files for imaging
• Must be able to meet deadlines
• Underwrite JFK applications
• Verify general ledger accounts for movement of suspense monies
• Assist with retrieving files, finding files when missing, re-filing files, and filing correspondence
• Perform any reasonable and related duties as assigned by Management

Competencies

• Requires intermediate clerical skills: keyboarding (45 wpm), 10 key (4500 ksph), filing, copying, scanning, faxing, proofreading, researching, etc.
• Experience with Microsoft Word, Excel, PowerPoint and Outlook.
• Professional demeanor, attention to detail and the ability to juggle many tasks at once.
• Ability to communicate and exchange accurate information via telephone and in person.
• Accountable, Coachable, Team Oriented, Customer Focused.

Hours of Work
This is a full-time position. Regular office hours are Monday through Thursday, 8:00 a.m. to 5:00 p.m., Friday 8:00 a.m. to 3:00 p.m. Occasional evening and weekend work may be required as job duties demand. This position requires face to face and in-person interaction and requires the incumbent to be in the office during regular office hours to access information kept on-site.

Required Education and Experience

• High School Diploma
• Minimum one year related experience

Preferred Education and Experience

• Some College or Insurance Certification or License
• Bilingual (English/Spanish)
• Minimum two years related experience and one year experience within the insurance/financial industry
• LOMA Level 1 Certification (281 &291), required as part of initial training plan

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. Duties, responsibilities and activities may change at any time with or without notice. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Application Question(s):

• Are you willing to undergo a background check and take a drug test in accordance with local law/regulations?
• What appealed to you about this position or our company?
• Do you have any relevant experience you'd like us to consider?

Ability to Commute:

• San Antonio, TX 78209 (Required)

Work Location: In person