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Individual Life & Health Processor

Are you ready to embark on an extraordinary career journey?

At TRICOR, we have an exciting opportunity for an Individual Life & Health Processing Assistant who embodies Purpose, Passion, and Pride in Dubuque, Janesville, Lancaster or Platteville. If you are fueled by a strong work ethic, goal-driven mindset, and possess excellent problem-solving skills, then this is the position for you!

Picture yourself diving into data entry and detailed tasks such as providing unwavering support for processing changes, renewals, cancellations, applications and scanning. Your dedication will contribute to various back-office projects, all while continuing to learn and taking immense pride in working for a company that shares a profound commitment to local communities.

But that's not all. At TRICOR, we understand that true success is built upon four pillars: integrity, leadership, culture, and customer service. Our vibrant culture thrives on building relationships and taking exceptional care of our clients' insurance needs. As an Individual Life & Health Processing Assistant, you will play a vital role in supporting our sales agents with new and renewal business.

Here's a glimpse of what your exciting responsibilities will entail:

• Corresponding with agents to obtain information or keep them informed of account status or changes.
• Attaching letters from insureds, original insurance applications, and other company documents
• Modifying, updating, and processing existing policies to reflect requested changes, EFT status, coverage amounts, or insurance types.
• Ensuring Account Managers are promptly notified of any cancellations.
• Processing and recording new insurance policies and changes.
• Verifying and updating client data, such as age, name, address, etc., on insurance applications and policies.
• Maintaining updated client files in Epic, our industry-leading software.
• Working closely with carriers to process applications, changes, cancellations, and more.

To thrive in this role, here's what we're looking for:

• While knowledge of the insurance industry and carriers is preferred, it's not necessary.
• Experience with Applied Systems Epic software is a plus but not required.
• Familiarity with Microsoft Office software suite and general computing tasks.
• Minimum of 1 year of customer service experience in the insurance industry or related field (i.e., carrier and/or underwriter side).
• Holding an Insurance License is a significant advantage, however, if you don't have one, don't worry! We'll help you obtain it within 90 days of employment, and the cost is on us.
• Becoming a role model for team success and a valuable resource in supporting TRICOR's goals and objectives.

But wait, there's more! TRICOR offers a rewarding package of benefits and opportunities:

• A full-time career in a successful family-owned and operated business that continues to grow.
• Exciting opportunities for advancement after receiving the appropriate training.
• Convenient work locations in any of our TRICOR locations
• Health, Dental, and Vision Insurance plans with Health Reimbursement Account and/or Health Savings Account.
• Flex Spending and Dependent Spending Accounts.
• 401(k) Retirement Program with a Company match and access to a Certified Financial Planner to assist with your retirement needs.
• Competitive weekly wage with direct deposit.
• Technical job training and personalized one-on-one coaching and mentoring support.
• Personal Development Plans for all positions, including achievable milestones.
• A supportive and motivating staff dedicated to your success in a warm and family atmosphere.
• Flexible schedule that prioritizes work-life balance.
• Dress for your day Monday through Friday, because we believe in comfort and productivity.

So, if you're seeking inspiration, a chance to solve customer problems, and the freedom to bring your talent, knowledge, passion, and dedication to your job, we invite you to apply at www.tricorinsurance.com/tricor-careers. Join TRICOR - where hard work, fun, and humility go hand in hand!

Remember, at TRICOR, it's not just a job; it's an opportunity to make a difference. Apply now at www.tricorinsurance.com/tricor-careers.