Issue Specialist

WoodmenLife is looking for an Issue Specialist to join our team!

We are currently searching for an Issue Specialist to join our team. The Issue Specialist completes quality checks on life applications to ensure accuracy of client and policy information inputted into the multiple computer systems. WoodmenLife is one of the best places to work in Omaha and has been in business for 130 years. As a member of the WoodmenLife family, you’re joining others who share your commitment to family, community and country. Through WoodmenLife, you’ll have opportunities to connect with others, give back locally, and honor those who make an impact. As a not-for-profit life insurance company, we’ve been helping to protect the financial future of families, making a difference in hometowns across America since 1890. We are passionate about our members, servicing others, being open minded, providing an environment of inclusion and collaborative spirit. We also provide world class benefits to our associates. Is this the type of company you could work for?

Issue Specialist role essential job functions:Level I:

• Analyze applications recognizing completeness of application, replacement, and compliance with state regulations. Also, review for compliance with AML, fraud detection and WoodmenLife procedures in OKB or manual
• Accurately transfer and verify data from the application into the Organization’s computer systems, recognizing and updating existing records based on new information. This includes correcting the proof of birth, SS#, name and address on previous records held by the applicant
• Executes form changes to modify the plan and amount of insurance on issued cases as requested by the Sales representative. This also includes the cancellation of the old certificate and notification to the proper department
• Identify application for form deficiencies and communicate with Sales Associate for clarification and request additional information when needed. Review HIPAA forms to ensure we are in compliance before MIB is run
• Analyze application and forms to correctly process split or reassigned commissions to the Sales representative’s commission account. Communicates with Sales Services in regards to Sales contract issues to ensure proper commission is paid
• Distributes funds and performs transactions in an accurate manner that affects applicants’ and or members’ bank accounts (PAC). Follows established rules and procedures in conducting analysis and allocation of funds received, determines appropriate distribution of remittances, and setting up future billings through PAC accounts, and determining refund amounts
• Performs accounting transactions such as but not limited to applying premiums, ordering and canceling refund drafts, re-depositing checks, and backing off accounting transactions due to bad checks/express checks
• Processes transactions for applications that are incomplete, postponed or rejected to include interest calculations on money being refunded and communicating with Sales Associates and applicants regarding non-issue decisions

Level II:

• Issues life, applications within established guidelines and time service standards set for the department
• Provides field representatives with options on life applications where a counter offer has been made and there is a shortage of premium
• Analyzes and redistributes, as needed, the funds received with an application, through the billing mode specified by the member
• Verifies that adequate funds are available to issue each contract and recognizes when there is a premium surplus or shortage and makes appropriate decisions on how to resolve
• Performs quality checks to verify that each certificate is issued as approved and that all changes or modifications are accurately reflected in the final certificate
• Performs accounting transactions to accurately apply funds from an existing certificate, either as an exchange or refund on deposit and order refund drafts as needed while ensuring tax guidelines are reported correctly

We need someone who has:

• High school diploma or equivalent work experience
• Strong math skills and general accounting skills necessary for calculating interest, transferring monies and researching payments
• Strong analytical skills, attention to details and the ability to make independent decisions
• Ability to organize and prioritize work in order to meet established time standards and department service levels
• Ability to research and investigate previous system transactions and take appropriate action
• Ability to effectively communicate and understand information via telephone, voice mail, face-to-face and in writing
• Strong PC skills, especially with Word and the ability to work within multiple windows simultaneously
• Ability to adapt to constant change
• Ability to work in a team environment and also independently
• Ability to adhere to Core Operation’s Behavioral Standards including focusing on solutions, being open to feedback and dialogue, taking initiative, and be involved and accountable
• The ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service
• Engages well with others and are passionate about providing an exemplary customer experience

WoodmenLife offers a competitive compensation package and a comprehensive benefits package More information about our benefits can be found at https://wwwwoodmenlifeorg/careers/home-office/benefits/

As part of WoodmenLife’s employment process, candidates will be required to complete a criminal background check, credit check (where required for position), Fingerprint check (where required for position), drug screen and reference checks Any offer of employment will be contingent upon successfully passing the above.

WoodmenLife is committed to excellence in diversity by creating an inclusive work environment that values and respects all individuals We welcome and embrace associates, regardless of background and beliefs WoodmenLife respects every associate’s unique perspective and contribution We are committed to creating an inclusive environment that values differences, and creates opportunities for growth, leadership and service This commitment includes providing equal opportunity in recruitment, employment and promotion, training and community outreach WoodmenLife is also dedicated to strengthening the communities in which its employees live.

APPLICANTS WITH DISABILITIES SHOULD ADVISE THE HUMAN RESOURCES DEPARTMENT AT THE TIME OF APPLICATION IF SPECIAL ACCOMMODATIONS ARE NEEDED.

Woodmen of the World Life Insurance Society (WoodmenLife) is an equal opportunity employer.