Reinstatement Clerk (Remote)
Core
Process Liberty National reinstatement initiatives and assist with Customer Retention department clerical tasks.
Role type
Reinstatement Clerk
Builds
Reinstatement transactions and Agent Bonuses for Liberty National
Domain
Insurance / Life Insurance
Deliverable
client delivery
Required skills
Mainframe experience, MS Office (Word, Excel, Access), policy processing, transaction processing, eligibility determination, weekly reporting, ad hoc task management
Preferred skills
Life insurance industry experience, LND products/procedures knowledge
Responsibilities
Use multiple systems to determine reinstatement eligibility and process transactions, track and follow up on completed processes, provide weekly status report updates, process Premium Adjustment Waivers and WOP Reversals, notate and process assigned policies
Seniority
Entry-level to Mid-level, individual contributor