Insurance Processing Clerk

Description

JOB STATUS: Non-Exempt

REPORTS TO: Director of Insurance Services

SUPERVISES: None

WHO WE ARE: At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being.

PRIMARY FUNCTIONS: Perform a variety of administrative functions in support of the organization. This position requires the employee to work in office. Once trained the employee will have the opportunity to work from home 3 days a week and in office 2 full days a week.

DUTIES and RESPONSIBILITIES:

1. Process the mail daily which includes and is not limited to in-coming and out-going and returned mail.
2. Pull all cancel non payments from company websites and reach out to insureds by phone and email.
3. Send out all-NB paperwork, remarket paperwork, 2a and LPRs as needed by other members of the team
4. Take and process payments from insureds thru various company websites
5. Responsible for collecting and processing all information pertaining to the new business process including follow-ups on issuing, cancelling and applying payments.
6. Process various changes to insurance policies including endorsements, payments, setting up eft, issuing policies as well as cancelling.
7. Sort and prepare the incoming documents for scanning. Scan documents to appropriate places and mail out any documentation needed to insureds and companies.
8. Proof completed work, reviewing scanned documents to ensure that they are legible and accurately indexed.
9. Properly organize and/or dispose of scanned documents.
10. Contribute to high Member Satisfaction scores through superior service and follow up
11. Stay current on job-related equipment, procedures, CEU credits and/or information by reading handouts/memos, attending meetings, classes, seminars and other necessary means.
12. Adhere to all applicable Credit Union policies, procedures and regulations.
13. Participate in special projects and community activities, as needed.
14. All other duties and responsibilities as requested

Requirements

Education: High school diploma or equivalent

Experience: Insurance knowledge a plus

Skills: Ability to understand and carry out simple oral and written instructions; basic math and written communication skills; pc skills, including Microsoft Word, basic Excel and Outlook.

Traits: Flexible, efficient, self-motivated and ability to interact positively with co-workers, excellent customer service skills, ability to multitask