Respond to policyholder and agent inquiries via phone and email, process account changes and documents, scan/index materials to OnBase, investigate complaints and potential fraud, assist with mail and outgoing correspondence, complete training, and support team workflow and assigned projects.

The Add-on Licensed Agent will handle outbound and inbound calls, assist customers with policies, explain benefits, and manage department procedures.

The Bilingual Insurance Verification Specialist verifies life and health insurance applications by outbound calls to customers, ensuring accurate documentation and supporting the underwriting process.