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- Verify and audit information on newly submitted applications for life insurance
- Work with customers and sales management team to ensure up to date Price Lists and other customer information
- Review pending applications and work with the sales team to provide corrections
- Inbound and outbound calls assisting sales team with questions regarding applications
- Prepare and deliver audited and completed files to underwriting
- Bi-lingual (English/Spanish) preferred but not required
- Experience with quality assurance or auditing
- Ability to work independently and in a team environment
- Eagerness to learn new processes and system
- Must be detail oriented and able to multi-task
Policy Auditing Clerk - Salt Lake City, United States - Security National Financial
Description
Job Type
Full-time
Description
Security National has been in the insurance and funeral industry for over 50 years. Security National's strength and success are the strong roots that enable the company to flourish, meeting the changes and challenges of the future. We are currently looking to fill a full-time Auditor position in our new business department.
What You'll Do:
What We'll Love About You:
•Great Company Culture
•Top Workplaces 7 years in a row (2016,'17,'18,'19,'20,'21, & '22)
•Going Places. Company recently added to the Russell 2000 Index, attributing our strong growth
•Rest and Relaxation. Accrued sick / vacation leave and paid holidays
•Health Benefits. Medical with HSA and FSA options, dental, and vision
•Prepare for the Future. 401(k) with company match