Responsibilities
• Manage auto-generated requests to prepare illustrations for policy issuance.
• Input data within the system to generate and upload the appropriate illustrations.
• Receive, catalog, and track the progress of illustration requests.
• Identify system related issues and provide possible solutions; elevate to leadership as necessary.
• Ensure sales and distribution teams are kept current on the status of requests.
• Collaborate on special projects, workflow optimization, and improvement efforts.
Qualifications
• High School education or GED equivalent
• General office or data entry experience
• Excellent data entry skills and attention to detail
• Excellent organizational skills to manage multiple tasks and prioritize workload
• Good communication skills to collaborate with various teams
• Good problem solving skills to resolve issues
• Proficient using MS Office
Preferred Qualifications
• Experience in the insurance or financial services industry
• Familiarity with policy illustration systems and processes
Life and Health insurance license(s), as required by state(s), or obtain within six months of job entry date
Working Conditions
• Hybrid office environment (3 days in office)
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The Salary for this position is $24.04 per hour. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for a 6% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Disclaimer:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.