Policy Auditing Clerk
Security National Financial CorporationUtah, United States
Posted September 7, 2023
Full Time
About the Company
Security National Financial Corporation specializes in guiding families through funeral and cemetery pre‑planning, offering support, clarity, and peace of mind. The company focuses on sales of funeral and cemetery services, combining purpose‑driven service with financial incentives for its advisors.
Job Description
Security National is seeking a full-time Policy Auditor to join their new business department. The role involves verifying and auditing life insurance applications, providing corrections to sales team, and ensuring up-to-date customer information. The company is a long-standing player in the insurance and funeral industry.
Requirements
- Verify and audit information on newly submitted applications.
- Work with customers and sales management team to ensure up-to-date Price Lists and other customer information.
- Review pending applications and provide corrections.
- Inbound and outbound calls assisting sales team.
- Prepare and deliver audited and completed files to underwriting.
- Detail oriented and able to multi-task.
- Eagerness to learn new processes and system
Benefits
- Great Company Culture
- Top Workplaces
- Going Places
- Health Benefits
- 401(k)
