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
Domain
Insurance / Life Insurance
Required skills
MS Office (Word, Excel, Access), mainframe experience, policy processing, transaction processing, eligibility determination, reporting
Preferred skills
Life insurance industry experience, LND products/procedures knowledge
Responsibilities
Use multiple systems to determine eligibility of reinstatement, process transactions, and Agent Bonuses; Complete and track processes; Follow-up to ensure transactions completed processed successfully; Provide management with weekly status report updates; Routinely work on ad hoc tasks; Adhere to the policies and procedures set within the department; Process Premium Adjustment Waivers and WOP Reversals; Notate and process each policy as assigned
Seniority
Entry-level to Mid-level, individual contributor