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Applications Processor

Tomball, TX
Full-time


Submit applications for health & life insurance policies in a timely and accurate fashion.

· Perform accurate and efficient data entry of information pertaining to each policy being processed.

· Daily contact insurance carriers to inquire about the status of pending applications.

· Maintain consistent contact with clients throughout the applications process.

· Problem solving and resolution as situations and issues present themselves.

· Completion of data entry and filing when the applications process is completed.

· Communication with the agent and client upon receiving a determination on policy acceptance/denial.

· Demonstrate a dedicated and empathetic attitude in providing superior customer service to each individual

· Must have a commanding attention to detail

· Additional administrative tasks as presented by supervisor

· Above all, present professional, patient, friendly and knowledgeable assistance to clients at all times

· A high level of proficiency in computer technology is REQUIRED. Specifically, an active knowledge of applications such as Microsoft Office, email systems, intra-office networks and PDF based software are all a requirement for hire. Experience with online leads systems, electronic applications and quote engines are a plus.

Current Texas Health, Life & Accident Insurance Producer license is a plus.

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