New Business Clerk

Position Summary: Responsible for the preparation of files for Underwriting and supports the process for the issuance of a policy.

Key Accountabilities 

1. Provides prompt and quality Customer Service by projecting and demonstrating a high level of professionalism, courtesy and initiative in accordance with established guidelines and policies.
2. Screens and Maintains New Applications
3. Identifies and Record Applications / Policies for Reinsurance 4. Accurately records and prepares Attending Physician Reports (PMAs), letters and other correspondence.
5. Communicates with Agents for all outstanding requirements and queries within 24 hours of receipt.
6. Updates System with all outstanding requirements and case status
7. Re-maintenance of all applications or policies for substandard cases and changes at pending status