Inforce Servicing Support Specialist (MN office or Central Time Remote)

NFP Corp.

Location: Bismarck, North Dakota

Job Type: Full time

Posted


Who We Are

Diversified Brokerage Services (part of NFP Corp) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!

We’re part of NFP, a Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. NFP is a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. To learn more, please visit: https://www.NFP.com.

Position Summary & Overall purpose:

We're looking for a Support and Services Specialist to join our team who will be responsible for ensuring long form applications entered in our AMS go through a complete quality review before imaging to the carrier. They will also be responsible for exam and medical records ordering and follow up.

This is a full-time role. We offer the flexibility of a hybrid or in-office schedule for our local candidates and will consider a fully remote schedule for experienced candidates that are able to work a Central Time schedule M-F from 8:30am-5:30 pm Central Time.

What You’ll Be Doing

  • Contribute to the overall success and profitability of the agency.
  • Develop a working knowledge of the products and services offered within the department
  • Provide support to advisors prior to form submission (forms questions)
  • Receive and review inforce forms, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
  • Monitor inforce support emails, phone queue and troubleshooting
  • Assemble/prepare and mail paper policy contracts, electronically file documentation to case files, photocopy documents, run reports, and track progress
  • May be assigned to assist peers with processing questions and at times mentor peers as needed
  • Maintain follow-ups to be current daily
  • Work cooperatively with New Business members regarding situations that may need special or priority handling.
  • Manage check and overnight logs daily
  • Perform front desk duties; route and assist with calls
  • Order and manage all office supplies
  • Perform other duties and projects as assigned

What We’re Looking For

Required Skills:

  • Strong Communication Skills, both written and oral
  • Strong organizational skills.
  • Basic computer proficiency
  • Able to quickly learn new business systems/technologies
  • Ability to communicate in a professional manner
  • Strong work ethic and ability to work with a sense of urgency
  • Basic knowledge of carrier websites
  • Position ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous.

Required Behaviors/Attitudes

  • High focus on quality, attention to detail, and customer satisfaction
  • Flexible and able to react to change in a productive and positive manner
  • Demonstrate a positive attitude, effective problem-solving skills, and passion for helping our customers

Education & Experience

  • High school graduate with a minimum 2 years in an office environment

What We Offer

DBS and NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP and DBS is an inclusive Equal Employment Opportunity employer.