Underwriting Support Associate - Life Insurance

Pekin Insurance is a company that values its employees and fosters a collaborative environment. They are seeking an Underwriting Support Associate to process new insurance applications, manage data imaging, and ensure accurate documentation throughout the underwriting process.

Responsibilities

• Reviews applications and confirms that required signatures, forms, and related files are completed accurately
• Verifies agent licensing and works with the Marketing Department on obtaining updated licenses
• Requests claims history and microfilm documents
• Enters new case date into appropriate systems
• Applies premiums received and creates and initiates initial and automatic premium drafts
• Assembles and binds contracts for mailing, ensuring that all required documents are included
• Initiates correspondence regarding outstanding requirements
• Calculates initial premiums due, completes accounting transactions, and processes refunds
• Prepares, scans, and indexes documents and images being converted into electronic format
• Maintains all scanned documents in meticulous order
• Processes microfilm print requests
• Ensures all workflow items are completed in a timely manner and within quality expectations
• Escalates issues and concerns from customers as needed
• Recognizes general issues and concerns and suggests process improvements
• Works with other departments to resolve processing issues
• Performs other duties as assigned

Skills

• High School diploma or equivalent
• Typically requires 0-2 years of experience in related field
• Basic skill in completing assignments accurately and with attention to detail
• Basic skill in data entry with minimal errors
• Basic ability to perform routine office work using basic clerical skills
• Basic ability to communicate effectively in both oral and written form
• Basic ability to work as a team member and follow directions
• Basic ability to adapt to changes in responsibilities, work processes, timeframes, performance expectations, organizational culture, or work environment
• Basic ability to work comfortably in a fast-paced work environment
• Basic knowledge of Microsoft Office software
• Applicants must be authorized to work in the U.S. without sponsorship now or in the future
• Prior experience in an office environment

Benefits

• Health, Dental and Vision Insurance
• Generous 401(k) with company match
• Paid Time Off (PTO) with Paid Holidays
• Flexible/Hybrid Work Schedule
• Paid Volunteer Program

Company Overview