Objective:
To be an effective team member of the Life New Business Department. To provide quality support services in a prompt and professional manner to Farm Bureau Insurance agents and underwriters.
Responsibilities:
Create on-line policy records efficiently and accurately. Assemble, check and mail life and annuity policies along with necessary supporting documents, such as amendments, billings and other correspondence necessary to assure proper and legal policy form.
Provide underwriting and agent support by ordering necessary underwriting requirements, keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files.
Order and follow up daily on medical records until they are received.
Process all financial transactions relating to an individual new business file, including rollovers, transfers, commission adjustments, medical fees payment, general premium accounting and list bill processing.
