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Processes and resolves new business insurance cases, responds to agents, funeral homes, and policyholders, maintains accurate policy records and underwriting notes, ensures regulatory compliance, manages daily workflows, and escalates issues when needed. The role also supports team communication, tracks production, reviews outstanding work, and contacts agents to ensure timely case resolution.

Supports end-to-end claims intake and administration by establishing claims, determining documentation requirements, processing web submissions and payments, monitoring queues, responding to inquiries, and maintaining compliant claim files. Provides backup to claims examiners and the Claims Care phone team during high-volume periods. The role also follows up with funeral homes, resolves routine issues, escalates complex matters, and completes required LOMA coursework within two years.

Receive and process policy changes, perform quality control, prepare and enter documents, assign policy numbers, reconcile new business entries and deposits, process billing and account changes, set up reinstatements and plan changes, and support general office tasks within an insurance document management team.

Develop and execute platform-specific social content for LinkedIn, Facebook, and Instagram. Create graphics, animations, and short-form video; write social copy; capture and edit photo/video; monitor trends and performance; support campaigns, product launches, recruitment marketing, and events; use AI tools to ideate and optimize content.

Lead design, development, and optimization of enterprise data infrastructure. Oversee scalable data architectures, automated ETL/ELT pipelines, integrations, and cloud-native platforms (Snowflake, Azure Data Factory, Data Bricks). Drive data engineering strategy, operational excellence (DevOps/CI-CD), reporting delivery, and cross-team analytics enablement. Manage off-hours upgrades and provide technical guidance to senior IT leadership.

Lead development of audience-centered corporate and customer communications. Create and edit strategic content, run stakeholder discovery, build communication plans, ensure editorial quality and brand consistency, partner with leaders, and use AI tools to support research and content while representing communications on cross-functional teams.