New Business Life Insurance Application Processor

Job Type: Full-Time

ABOUT GPM LIFE INSURANCE

GPM Life is a Northeast San Antonio based life insurance company with an emphasis on providing excellent customer service to policyholders/customers, agents, and the GPM Life team.

GPM Life offers a competitive benefits package including medical, dental, vision, group life insurance, and a 401(k) plan with a company match.

GPM Life employees work 39 hours/week Monday through Friday. (Friday-employees work 5 hours.)

• Analytical & Quality Focus: Employ strong analytical skills to critically assess work, ensure compliance with standards, and proactively identify and correct errors to prevent issues.
• Meticulous Attention to Detail: Demonstrate a steadfast commitment to accuracy and thoroughness in all tasks.
• Efficient Execution: Manage time and organize tasks effectively to process a high volume of work quickly without compromising quality.
• Multitasking & Workflow Management: Expertly manage multiple priorities in line with department goals.

ABOUT THE POSITION

On-the-Job training for this position will take from 6 to 12 months.

Manage assigned life insurance applications through daily workflow including:

• Processing incoming new life insurance applications for accuracy in accordance with HIPAA guidelines.
• Communicate with the Chief Underwriter and Underwriters and assist as needed.
• Communicate issues with an application with the agent or their office administrator.
• Initiate medical records request with vendor and follow-up to ensure receipt at GPM Life.
• Review pending agent requirements, medical exam orders, and agent instructions.
• Answer inbound or transferred phone calls from agents.
• Identify and process internal and external replacements in line with state guidelines.
• Report Medical Information Bureau (MIB) codes.
• Complete final review of applications to issue the policy.
• Review policy pages and illustrations for accuracy.
• Send documents via DocuSign.
• Update file by imaging correspondence and documents as needed.
• Shared daily tasks among the team include sorting policy pages, processing digital mail, and distributing letters.
• Assist team members with duties, as needed.

• Proficient computer skills including Word and Excel experience.
• Willingness to train on-the-job.
• The ability to work independently and as part of a team.
• Strict attention to detail in all work completed.
• Strict adherence to confidentiality and privacy rules is required.
• Effective communication and customer service skills.
• Time management and organizational skills.
• Great people skills.
• Professional demeanor.

EDUCATION AND EXPERIENCE:

• High School plus some college or equivalent.
• 2 years customer service experience.
• 2 years clerical/administrative experience.
• Experience in a life insurance environment preferred.