Purpose, Passion, and Pride.
We have an exciting opportunity for a Processor on our team in any of our TRICOR Office locations! If you have a strong work ethic, are goal driven, self-sufficient, hold excellent problem solving skills, organized, can work quickly & accurately; have attention for detail, are responsible and have ability to prioritize & multi-task- this is the position for you. If you're passionate about data entry and detailed tasks such as greeting guests, providing support for the processing of endorsements, renewals, cancellations, and scanning – as well as various back-office projects while continuing to learn and taking pride in working for a company that shares in a commitment to local communities—We’re Hiring!
Our culture and environment is built on relationships and taking care of our client’s insurance needs. The Individual Life & Health Processor position will provide support to the sales agent for new and renewal business. The position tasks entail:
- Correspond with agent to obtain information or inform them of account status or changes.
- Examine letters from insureds, original insurance applications & other company documents to determine if changes are needed.
- Modify, update and process existing policies to reflect requested changes, EFT status & amount of coverage or type of insurance.
- Notify agent of policy cancellation.
- Greet and provide Customer Service to TRICOR guests in our Dubuque, IA location
- Process & record new insurance policies & changes to those policies.
- Process & verify data, such as age, name, address, etc. on insurance applications & policies.
- Update client files in Epic.
- Work on commission & expiration reports.
- Work with carriers in processing applications, changes, cancellations, etc.
- Sort & scan mail.
Qualifications:
- Knowledge of the insurance industry & carriers preferred; however not necessary.
- Experience with Applied Systems Epic software preferred; however not necessary.
- Experience with Microsoft Office software suite and literate in general computing tasks.
- 1+ year in customer service, insurance industry or related field (i.e Carrier and/or underwriter side of the industry).
- Hold Insurance License or must obtain license within 90 days of employment (Company expense).
- Act as a role model in terms of team success, resource and support for TRICOR goals & objectives.
- What TRICOR Offers:
- A full-time career in a successful family owned & operated business that is growing.
- Opportunities for advancement after appropriate training.
- Locations in WI & IA.
- Health, Dental, & Vision Insurance plans w/Health Reimbursement Account &/or Health Savings Account.
- Flex Spending/Dependent Spending Account.
- 401(k) Retirement Program with a Company match and access to a Certified Financial Planner to assist with your retirement needs.
- Competitive weekly wage & direct deposit.
- Technical job training and one-on-one coaching/mentoring support.
- Personal Development Plans for all positions with milestones to achieve.
- Supportive & motivating staff to help you succeed in a family atmosphere.
- Flexible schedule with emphasis on work-life balance.
- Dress for your day Monday - Friday.
If you want to be inspired; to solve customer problems; to enjoy the freedom and responsibility to continually bring your talent, knowledge, passion and dedication to your job; and, feel empowered to make decisions, share information and to try new things, apply at at https://www.tricorinsurance.com/tricor-careers.
TRICOR – we work hard, we have fun and we stay humble!
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Skills Required
- At least one year of experience in customer service, insurance, or a related field
- Microsoft Office experience and general computer literacy
- Hold an insurance license or obtain one within 90 days of employment
- Knowledge of the insurance industry and carriers
- Experience with Applied Systems Epic software
What We Do
TRICOR Insurance is a leading independent insurance agency ranked among the top 100 in the United States. It provides a wide array of personal, commercial, and employee benefits insurance products. The agency serves a diverse clientele ranging from individuals and families to schools and municipalities, focusing on delivering tailored risk management solutions through industry-specific expertise.
