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Policy Assembly Specialist

Pivotal Talent Search

Policy Assembly Specialist

Springfield, MO
Full Time
Paid
  • Responsibilities

    Seeking a Policy Assembly Specialist for our Springfield, MO location. This role finalizes the creation and mailing of all Life and Annuity new business contracts.

     

    Responsibilities include:

    • Check Life and Annuity New Business policy print for quality, legibility, and Imaging requirements.
    • Refer to comments in workflow for specific mailing instructions and requirements instructions and process accordingly.
    • Assemble policy and mail as directed.
    • Check backlog report twice a week for any work items that need to be processed or closed out.

     

    Requirements needed:

    • High school diploma/GED required; some college or two years of work experience (in lieu of degree) preferred
    • Must have typing, data entry and computer skills – familiarity with Outlook
    • Ability to multi-task and work under high pressure situations
    • Have strong organizational and problems solving skills

     

     

    Hiring Practices

    The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.

    Background- When Life and Annuity new business contracts are ready to be issued, the final print generates from this role. They communicate questions via email back to the various teams and case managers working the policies. Review the print, page by page, and print quality, assemble and ensure all appropriate documents are included. Then it goes into the computer workflow, they pull up the policy, review any comments and history, and add comments on any changes. Then they assemble the policy folder to mail and create the shipping label. Most team members average 61 policies processed and mailed per day, 300+ mailed total per day for the team.

     

    Hours could be flexible toward an earlier start time than the standard 8am.

    We need strong clerical skills , extensive grammar skills, and professional judgement. There are higher levels to work into.