Reinstatement Clerk

Job Summary

Supporting policy reinstatement initiatives, the remote Reinstatement Clerk will review eligibility, process transactions, and track work completion while providing clerical support to the Customer Retention Department.

Key responsibilities

• Determine reinstatement eligibility and process transactions using multiple systems
• Track assigned processes and follow up to ensure successful transaction completion
• Provide weekly status reports and communicate task progress to management

Required qualifications

• High school diploma or equivalent; college education preferred
• Prior knowledge of life insurance
• Experience with mainframe systems
• Proficiency in Microsoft Office, including Word and Excel; Access experience is a plus
• Ability to work independently and manage multiple projects simultaneously