If you are an efficient, organized, detailed-oriented business professional looking for a lifelong career filled with advancement opportunities, we may have the job for you. Our renowned company is seeking a motivated insurance policy processor with a balanced skill set that can perform job duties that are part customer service representative and part recordkeeper. The ideal insurance policy processing clerk is excellent at data entry to maintain accurate policy records and understands the basic process of the insurance application, reinstatement, and cancellation of insurance policies. Apply today to put your administrative assistant and communication skills to work! Benefits: • GROUP HEALTH & LIFE INSURANCE PAID 100% • 401K WITH A 4% MATCH • PROFIT SHARING PLAN • YEAR-END BONUS • WORK FROM HOME OPTION AFTER TRAINING • GROUP DENTAL, VISION INSURANCE OFFERED Responsibilities: • Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies • Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records • Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed • Complete recordkeeping and data entry to maintain accurate client information • Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service Qualifications: • High school diploma required; bachelor’s degree in business administration or related field preferred • Experience using data entry, recordkeeping, or insurance policy computer systems or programs is beneficial • Knowledge of insurance policies, carriers, and processing is considered a plus • Strong analytical, interpersonal, and communication skills are required; customer service representative experience is a plus • Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems needed Compensation: $40,000 - $50,000 yearly

• Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies • Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of insurance company records • Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed • Complete recordkeeping and data entry to maintain accurate client information • Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service