Processing Specialist

Posted on 03 Feb-2014

Job opening status In-progress
Roles and responsibilities Receive and process life insurance applications from client using standard processes and guidelines. Enter data specific to applications into client’s software systems. Identify and resolve any issues or customer requests as needed.

- Identify and review incoming client requests and applications for life insurance
- Determine if requests meet proper form requirements per established guidelines and are in good order (i.e. signatures, supporting documents, and notary)
- Accurately enter data into appropriate Life Division system
- Process work items according to documented functional guidelines
- Complete and send correspondences to internal and external clients and customers as needed
- Consult with other internal departments to research or gather information regarding client requests as needed
- Coordinate process resolution as needed. Relay procedural decision to team members and documentation updates to appropriate client-based information systems
- Identify trends, atypical situations, or potential special consideration requests, and relay any pertinent information regarding them to the supervisor
- Research and resolve non-routine and sensitive customer requests as appropriate

Minimum Qualifications:
- Eighteen years of age
- High school diploma or equivalent

Preferred qualifications:
- 30 completed college hours or equivalent work experience
- Financial Services or Process oriented work experience

Knowledge, Skills, Abilities and Competencies:
- Detailed-oriented
- Knowledge of and familiarity with commonly-used concepts, practices, and procedures related to customer service
- Strong verbal and written communication skills
- Ability to rely on instructions and pre-established guidelines to perform required tasks
- Ability to identify and implement continuous improvement of processes and skills
- Take-charge attitude: capable of taking on the challenges that providing excellent customer service can present
- Flexible, open-minded, and solution-oriented
- Ability to adapt to a fast-paced call center environment
- Problem-solving and strong analytical abilities
- High level of creativity and latitude
- Excellent judgment and decision-making skills
- Strong computer and computer software knowledge, skills, and abilities
- Exceptional typing skills
- Regular and punctual attendance
- High level of professionalism