Careers at NewmanLTC

• Process and manage client applications and inforce policyholder notifications for select companies.
• Work with client applications from submission, status follow-up, and policy issuance, which includes the change process and post-issue requests.
• Responsible for educating agents on product guidelines/underwriting, how to use the provider’s paperwork, and how to work direct with the provider, if necessary.

• Review client applications for accuracy and completion, and notify agent when applications are submitted to the home office. Process and follow-up as needed.
• Process applications and new policies for Specialists.
• Accurately data enter new client information into related data management system(s).
• Contact agents for corrections, clarifications, and completion of requirements.
• Follow up with providers for client case status.
• Follow up with agents. Provide regular client status reports and other updates, and forward information pertaining to their inforce business.
• Process Agent of Record and Servicing Agent changes on inforce policies.
• Answer all communication from agents and home office personnel in a timely fashion.
• Maintain accurate data in the database for applications in process, policies approved and inforce policies.
• Answer phones and assist callers as needed.
• Provide agents with supplies as needed.
• Explain to agents the new business and underwriting process with each provider.
• Assist with underwriting and application processing information for Agent Training Sessions.
• Assist with efforts to place declined applications.
• Meet with carrier representatives to review application process and underwriting for current and new products.
• Related duties, as assigned.

• High school diploma or GED required, Bachelor’s degree preferred.
• Two to five years of administration/customer service experience required.
• Insurance experience highly desirable.

• Bookkeeping and computerized accounting system knowledge.
• Customer service skills.
• Ability to answer and operate a multi-line phone system.
• Ability to prioritize work, work independently, and make decisions without guidance.
• Ability and desire to work as part of a team.
• Working knowledge of computers and related data management system(s).
• Ability to communicate with a number of internal and external business contacts in professional manner, including NFS staff, clients, company contacts and a variety of outside vendors.
• Attention to detail and accuracy.
• Proficiency in Microsoft Office (Word, Outlook, Excel) and the Internet.
• Ability to work with a variety of office equipment (typewriter, postage meter, phone system, copiers, fax machines, etc.)
• Ability to provide administrative support to various departments within NFS.

• Requires sitting occasionally for long periods of time.
• Requires several hours spent in front of a computer screen.
• Regular office conditions and requirements.