Globe Life · 1 week ago
Underwriting Clerk (Hybrid)
Cleveland, OH
Full-time
Hybrid
New Grad, Entry LevelGlobe Life is committed to empowering its employees and is seeking an Underwriting Clerk to join their team. In this role, you will be responsible for reviewing and processing Life and Health new business applications for insurance coverage, ensuring compliance with established procedures and quality standards.
Financial ServicesInsurance
Responsibilities
Daily review and preparation of new business applications received in office; and correspondence to team on incoming business
Review and process electronic and all paper applications in the FHD system
Review and process all Heritage Whole Life (HWL) and Child Whole Life (CWL) applications in IHL’s mainframe
Review HWL and CWL policy records for maximum allowable coverage
Communicate issues with writing agent; follow up and review all refer to underwriting for medical investigation to determine if eligible for coverage
Scan and index all supplemental and life applications including pended items into Onbase. Send a final count email to IHL of how many HWL applications are being sent to them. This includes applications that are in good order (IGO), pended, or declined
In constant communication with team concerning incoming documents from agents for new business and corrections
Responsible for issuance of all pending applications that are received in the office
Print, assemble and mail CWL policies weekly
Complete processes for errors, pending and withdrawn applications
Review all Department of Insurance requests for Life policies for deceased policyholders
Work closely and communicate effectively with Life team at IHL, Milliman, and IRIX
Medical investigation and follow up for policies pending for further medical review
Watch for trends, issues or potential fraud along with assisting with agent practice investigation
Assists with complaint research, follow-up and resolution
Effectively communicate with agents and agency owners regarding new business submission, underwriting guidelines, procedures and state specifics for each product
Updating of processing manuals on a consistent basis
Complete assigned projects in the planned timeframe
Review and reconcile invoices from MIB for payment
Review and analyze all New Business for group additions and makes determination of effective date and agent advance
Make group additions phone calls to verify eligibility of employee(s) applying for coverage
Send out additions letter with copy of payroll form when applicable
Prepare new group business for billing representative to make contact with Payroll administrator and create new profile set up
Evaluate each Group for bill payment delinquency and update any pertinent information related to the group
Reviews each application for proper documentation including payroll group agreement and payroll authorization forms
Qualification
Required
Excellent verbal & written communication skills
Ability to ask probing questions, understand concerns, and overcome objections
Proficient in Word, Excel, and Outlook. Ability to learn new computer system
Ability to navigate company website to assist with questions and find state specific forms
Knowledge of customer service principles and practices
Teamwork – Commitment to the successful achievement of team and organizational goals through a desire to participate with and help other members of the team
Must possess a professional friendly attitude and be able to quickly develop rapport with agents and agency owners
Type 25-30 wpm
Strong attention to detail
Ability to handle multiple tasks and deadlines
Ability to professionally handle and resolve escalated issues
Reliable and predictable attendance of your assigned shift
Ability to work full time and/or part time based on the position specifications
Benefits
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Company
Globe Life
Globe Life is an insurance company.
Founded in 1951
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$250M2024-08-15Post Ipo Debt· $250M
2019-08-09IPO
Leadership Team
Frank Svoboda
Executive Vice President and Chief Financial Officer
Recent News
PR Newswire
2025-11-07
2025-10-29
Company data provided by crunchbase