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This role supports the new business policy issuance process & helps underwriters by handling a variety of tasks that aid the review & acceptance/decline of new individual life policies.
What You'll Do As an Underwriting Servicing Clerk you will:
Audit all calls and screen applications from our tele-app vendor to ensure accurate and complete information was submitted Verify plan, riders, volumes and personal policy data Review signature(s) on the application and ensures all state required forms have been received and are accurate and complete to help ensure compliance with state regulations Prepare state forms, riders, policy endorsements and modification Issue policies in our LifePro administration system following underwriting decisions Activate new life policies to help ensure accurate commissions and unit counts are provided.
Additionally you will:
Send letters to agent, policy owner and insured, review rates for accuracy and extra premium charged Review system output of policy pages and riders to ensure accuracy Handle duplicate policy requests from Policy Owner Service, Claims and Sales Process guaranteed insurability riders to include ensuring the system is set to generate expiration of the rider appropriately Handle phone inquiries from the Sales team assistants and agents Assist Sales Reps/Agents in preparing life insurance proposals Maintain knowledge of new and changing products, provisions, procedures, processing changes, state and underwriting requirements Handle reviewing of closeout notices, initiate cancellation on new business policies Handle applying cash to new business applications and other system cash functions Correspond with sales associates and internal departments to answer questions relating to processing, rating and systems input Process partial or whole conversions to include premium calculations, system set up and policy creation Submit payor information for OFAC to review to help ensure compliance with federal law Receive incoming customer service calls regarding policy status, changes, questions, and problems and provide the necessary service Monitor pending activations cases and follow up with the agent timely to help ensure prompt activation. Perform other job related duties as assigned from time to time
What it Takes
Associate Degree or equivalent experience Life insurance product knowledge Communication, organizational and keyboard skills Ability to work accurately with detailed information
What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you'll work in office. As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office. Meal Subsidy available for associates who report to an office. 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving.
About Sentry We take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Casey Van Der Geest Casey.VanDerGeest@sentry.com Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.
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Sentry Insurance
life insurance, parental leave, tuition reimbursement, 401(k), remote work
Feb 07, 2026