Processing Specialist

Are you ready to take your career to the next level with a well-known and respected company? Join our client's amazing team in the Processing Specialist role, where you'll be part of a dynamic and supportive environment that values innovation and excellence. This is your chance to make a significant impact while working alongside some of the best professionals in the industry. Don't miss out on this incredible opportunity to grow and thrive!

Work Model:

• On-Site
• Monday – Friday
• 8:00 AM – 4:30 PM or 7:00 AM – 3:30 PM with a 45-minute lunch (37.5 hours per week)

What You Will Do:

• Review new life insurance applications for accuracy and completeness, and follow up with agents to obtain any missing documentation
• Input and validate new life applications within the system
• Process initial payments and allocate funds to newly established life insurance policies
• Document and verify policy replacement activity in the system
• Set up electronic funds transfer (EFT) drafts for both initial and recurring premium payments
• Prepare policy delivery packets by generating instructions, including necessary enclosures, and ensuring all materials are complete prior to mailing

What You Will Need to Be Successful:

• Minimum of 1 year of relevant office or processing experience
• Proficiency in Microsoft Office with the ability to efficiently navigate multiple systems and applications
• Strong communication skills for internal teamwork and collaboration
• Excellent attention to detail, with the ability to manage multiple tasks and prioritize daily responsibilities
• Demonstrated reliability and a consistent track record of dependability

Benefits Overview: 

• 401k 
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits 

Interested and qualified candidates can contact KK Palea at (515) 225-7000 or kpalea@thepalmergroup.com.