Insurance Processor

Title: Insurance Processor (Full-Time)
Location: Clayton, MO with potential for some remote work
Reports to: CCO
Compensation: Commensurate with experience

The Insurance Processor will be primarily responsible for the day-to-day processing of new business and providing agent support. This position requires direct interaction with insurance agents, support staff, insurance companies, and agencies.

General Overview and Responsibilities:

Licensing, Appointment, Contracting and Continuing Education:

• Assist with agent licensing, appointment and insurance carrier contracting
• Assist with continuing education requests by signing up and tracking completion

Business Processing:

• Work directly with the insurance agents & support staff to process new annuities and insurance applications, updates, and service policies.

Policy Service:

• Provide timely support to agents on client service issues and policies questions.
• Set priorities and process requests with accuracy and sense of urgency.

Commissions:

• Track daily annuity and insurance commissions
• Assist in the resolution of commission differences and billing issues.

Daily & Ongoing

• Accurately maintain electronic file documentation of activities and communications.
• Performing scanning, document storage, etc.
• Develop productive working relations with firm management and employees
• Provide timely responses to all requests from insurance agents.
• Other duties may be assigned to meet the ongoing needs of the firm.

Experience

• Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic.
• Demonstrated sense of urgency, detail-oriented, excellent organizational and time management skills.
• Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel.
• High degree of self-discipline and motivation
• Able to work independently with minimal supervision and as part of a team
• Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, etc.
• Strong written and verbal communication skills; professional presentation
• High school diploma or the equivalent; some college, or degree
• Previous insurance related or processing experience preferred

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:

Work Location: Hybrid remote in Saint Louis, MO 63105