Insurance

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and help consumers understand available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other important plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service throughout each consumer interaction
• Maintain accurate customer information, application details, and enrollment documentation within company systems
• Follow up with prospective and enrolled consumers as required
• Meet established sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with applicable CMS, Marketplace, carrier, licensing, and company requirements
• Maintain all required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in ongoing training, coaching, performance development, and team meetings
• Effectively navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent, Kansas

• Join AgriSompo’s Midwest team supporting Multi-Peril Crop Insurance, Private Products, and Named Peril claims operations
• Build and maintain professional relationships with the Area Claim Supervisor, policyholders, agents, and other adjusters
• Record and transmit loss information to determine potential damages according to FCIC, NCIS, and company procedures
• Complete field inspections
• Read maps and aerial imagery
• Measure fields and storage bins
• Utilize company software and monitor company communications daily
• Follow FCIS, State, and company rules, regulations, policies, and procedures
• Complete initial and ongoing training and certifications required by FCIC and state regulations
• Explain adjusting procedures and findings to policyholders and agents
• Conduct fact-finding and investigate crop damage
• Record and transmit information to accurately determine potential indemnities
• Learn new crops as needed
• Work in indoor office and outdoor agricultural environments
• Travel primarily within a two-hour driving distance from the assigned home office, with occasional travel for training and meetings

Crop Insurance Adjuster

• Identify and review professional billing credit balances for accuracy and resolution
• Perform routine credit balance adjustments and refund requests according to established policies
• Research basic overpayments related to duplicate payments, posting errors, or payer processing
• Document actions taken and route complex issues for escalation according to guidelines
• Maintain productivity and quality standards
• Perform other duties as assigned

Insurance Credit Balance Representative

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone
• Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
• Match clients with the most suitable carrier and product
• Guide clients through the application and underwriting process
• Build meaningful relationships with seniors and their families
• Work a consistent pipeline of company-provided leads
• Meet or exceed individual sales goals while tracking activity and pipeline in the CRM
• Stay current on state insurance regulations, carrier guidelines, and compliance requirements
• Document sales and service activities in the CRM system
• Collaborate with managers, trainers, and team members
• Support additional duties and special projects as needed

Life Insurance Sales Representative

• Provide outstanding service to internal and external clients
• Aid in the effective management of the complex insurance portfolio
• Serve as a subject matter expert on the insurance compliance review process and insurance market trends
• Provide management, leadership, and direction to insurance analysts
• Maintain a portfolio of loans
• Perform or oversee insurance compliance reviews for collateral in the servicing portfolio
• Review ACORD forms, insurance policies, third-party reports, annual premium documentation, and insurance waiver risk analyses
• Utilize the Servicing System and other software applications to facilitate insurance reviews and document annual compliance review status
• Maintain knowledge of lender insurance requirements, including Freddie Mac, Fannie Mae, FHA, and other assigned lenders
• Ensure insurance files include accurate loan requirements, third-party report confirmation, flood determination, and required confirmations
• Review borrower and insurance agent policy documentation for compliance with loan documents and lender requirements
• Request additional information and corrective measures from internal and external parties
• Remediate non-compliant insurance through proactive communication with borrowers and insurance agents
• Respond to internal and external customer inquiries and coordinate notifications, escalations, and communications with management
• Monitor reports and deadlines and communicate portfolio status to the manager or team lead
• Assist junior team members with workflow and deadlines
• Train and develop junior team members
• Quality check work and provide feedback, communicating training gaps to team members and managers
• Compile data samples for department or lender audits
• Work professionally and harmoniously with team and coworkers
• Complete other projects and duties as assigned

Senior Insurance Associate

• Provide outstanding service to internal and external clients
• Aid in the effective management of the complex insurance portfolio
• Serve as a subject matter expert on insurance compliance review processes and insurance market trends
• Provide management, leadership, and direction to insurance analysts
• Maintain a portfolio of loans
• Complete and oversee insurance compliance reviews for collateral in the servicing portfolio
• Review ACORD forms, insurance policies, third-party reports, annual premium documentation, and insurance waiver risk analyses
• Utilize the Servicing System and other software applications to facilitate insurance reviews and document annual compliance review status
• Maintain knowledge of lender insurance requirements, including Freddie Mac, Fannie Mae, FHA, and other assigned lenders
• Ensure insurance files include accurate loan requirements, third-party report confirmation, flood determination, and other required confirmations
• Review borrower and insurance agent policy documentation for compliance with loan documents and lender requirements
• Request additional information and corrective measures from internal and external parties
• Remediate non-compliant insurance through proactive communication with borrowers and insurance agents
• Respond to internal and external inquiries and coordinate notifications, escalations, and communications with management
• Monitor reports and deadlines and communicate portfolio status to managers or team leads
• Assist, train, develop, quality check, and provide feedback to junior team members
• Assist with department or lender audit data samples
• Work professionally and harmoniously with team and coworkers
• Perform other projects and duties as assigned