New Business Analyst Ii
CurrentMaintain funeral home client profilesResearch and resolve agent and system problemsEstablish and maintain a positive working relationship with agents, agencies, managers, and coworkers to promote a quality service imageConduct training to other department members as requestedAssist with processing and recording new business contracts and insurance policies as neededReview and verify data on insurance applications and policiesOrganize and work with detailed records such as agent and funeral home filesCompare information from the application to the criteria for policy reinstatement and approve the reinstatement when the criteria are metEnter, review and maintain new and existing commission schedulesExamine and process claims while complying with state laws, policy and company procedureContact funeral homes or other involved persons to obtain missing informationModify, update, and process existing policies and claims to reflect any change in the beneficiary, amount of coverage, or type of insurance