Insurance Clerk - New Haven
1 week ago
Job Summary
This role involves reviewing surrender requests from agents and customers to ensure accuracy before processing transactions.
- Reviews policy details to research transactions that can be made.
- Enters online accounting transactions in Life 70 and Ingenium software,
+Responsibilities
- ,nbsp;
- ,nbsp;Processes policy requests using appropriate codes correctly.
/li>,nbsp; - ,nbsp;Makes refunds when necessary based on availability of funds,
/strong,/span>Job description
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- ,nbsp;Processes policy requests using appropriate codes correctly.
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