Post Approval Processor



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Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142



Job Description

Post Approval Analyst Job Description includes:


Acts as advertised service contact for the Network Offices. Receives phone calls from Financial Representatives, Managing Partners/Directors and policyowners concerning policy corrections. Solicits and interprets information to determine exact intent of caller and summarizes unique situations. Offers accurate and complete answers for specific product line, plan, date of issue, age and contract amount. Provides consultation on complex problems for team members, other divisions and other departments." Consults, counsels and negotiates with Field, Home Office, and clients to expedite new business. Communicates via letter, linkgram, and telephone. Assists in the training and provides technical support, guidance and advice in resolving difficult case situations brought to their attention by the team. Recommends the next logical course of action based on the circumstances regarding the complex situations. Identifies proposed changes needed to existing procedures in order to eliminate any inconsistencies within the department. The incumbent confers with the Post Approval Specialist regarding problems brought to their attention by the Post Approval team which they are unable to resolve." In addition to providing technical guidance regarding the casework, the incumbent may be called upon to conduct training sessions regarding the various key job tasks within the division. Under the technical guidance of the Post Approval Specialist, the incumbent is responsible for coordinating and bringing to a timely completion a training program regarding a particular post approval specialty. " Serves as a resource within the division regarding complex situations." Encourages the spirit of cooperation by working with co-workers as a team sharing job knowledge and providing back-up to others. Trains new team members as needed." Efficiently, accurately, and appropriately processes and updates casework using case management systems.


Responds to inquiries to resolve problems involving discrepancies between the application intent and policy terms and conditions. Determines database fields to be corrected and calculates new values for fields that changes premiums and commissions. In-depth knowledge of the New Business systems and insurance data bases is required." Adjusts data base fields including premium, commission and production credits. Adjusts the insurance database manually if a transaction cannot be processed through the automated system. " Responsible for servicing requests for all types of corrections and changes on unreported policies. Determines the validity of requests, furnishes policy information for entry into the New Business data base and generates corrected contract pages. Reports the policy to generate premium payment, commission payment and production credit. Must receive and/or waive requirements and extend risk when appropriate