Policy Issue Specialist
Posted on 11/30/2023
INACTIVE
Strategic HR

11-50 employees

Outsourced HR management and advisory services
Company Overview
Strategic HR Business Advisors, a division of Clark Schaefer Hackett, offers a unique value proposition by providing experienced HR professionals to augment or manage your HR function without increasing headcount. With a proven track record since 1995, they have established themselves as industry leaders, offering solutions to HR challenges of any scale, thereby enabling businesses to concentrate on their core competencies. Their culture of partnership and commitment to saving clients' time sets them apart in the competitive HR advisory landscape.
Consulting

Company Stage

N/A

Total Funding

N/A

Founded

1995

Headquarters

Cincinnati, Ohio

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

3%

2 year growth

-17%
Locations
Cincinnati, OH, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Customer Service
CategoriesNew
Legal & Compliance
Customer Success & Support
Requirements
  • Associates Degree or equivalent work experience
  • 1-3 years life insurance experience and/or LOMA matriculation is desirable
  • Strong verbal and written communication skills
  • Working knowledge of Microsoft Office
  • Excellent Customer Service skills
  • Self-starter, comfortable working in fast paced environment
Responsibilities
  • Issue all types of life insurance and trust policies
  • Ensure accuracy of policy contracts established within the Policy Administration system and mailed to policyholders
  • Issue policies in accordance with policy contract language and state regulations
  • Open mail/faxes and prepare new business voucher
  • Review applications and process pending policies
  • Perform client service activities including answering client/field inquiries, making policy changes, and premium accounting
  • Provide field training and assistance as needed
  • Prepare for Texas Banking Audit
  • Process and monitor 1035 Exchanges
  • Provide daily reports to Senior Management regarding outstanding policies, issued policies, and agent training issues
  • Process returned applications (not issued)
  • Correct errors on issued policies and re-issue as appropriate
  • Answer main customer service line
Desired Qualifications
  • 1-3 years life insurance experience and/or LOMA matriculation