Policy Registrar
Policy Registrar
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Job Description
Onsite work location: Franklin WI
Hours: 7am 3:30pm
Overtime: Overtime hours are encouraged during the months of May and December due to increase policy contract responsibility.
Summary:
The Policy Registrar is responsible for accurate and neat assembly of policy contracts accountable for enclosing forms appropriate notices and/or brochures as required by the state regulations and established Northwestern Mutual procedure. Policy registrars inspect assemble and mail all newlyissued policies as well as unreported change and/or correction policies or specific policy pages; in addition you will handle final action correspondence such as amendments by including them in the policy contract mailing or referring them to the underwriter. In this role you will: sort and match output for each policy number; review computer output for accuracy; compare key information on the policy specification pages against the original application papers verifying completeness and accuracy; ensure necessary copies are included and that reporting requirements are met; refer errors to the responsible party for correction; miscellaneous duties as necessary.
Primary Duties & Responsibilities:
Registraring New Issues and Unreported Changes/Corrections 90:
- The Registrar is accountable for accurate and neat assembly of policy contracts enclosing forms specified on the Memo to Registrar sheet notices and/or brochures required by the state regulations and Northwestern Mutual procedures.
- Sort and match output for each policy number; i.e. specification pages and DMS output (applications).
- Review computer output to ensure the specification pages are received. Compare key information on the policy specification pages against the original application papers verifying completeness and accuracy.
- Ensure that the necessary copies are present and that Field delivery/reporting requirements are attached along with copies of any case correspondence.
- Refer errors that are detected to the appropriate underwriter PASS team or Post Approval Analyst for correction via EReferrals. Include any forms which are indicated on the Memo to Registrar or brochures that are noted on the Record at Issue Page.
- Document in Workbench any Fed Express or delays in mailing
Miscellaneous Duties 10:
- Other miscellaneous duties may include followup on: unmatched specification pages unclaimed correspondence and amendments
- Other related miscellaneous tasks as assigned
Knowledge Skills & Abilities:
- Ability to handle fastpaced high volume work on a rigid schedule with high degree of accuracy.
- Ability to prioritize work and use good judgment and follow through in completing assignments.
- Demonstrated keyboarding skills required.
- Ability to handle confidential data in a manner consistent with privacy laws and regulations and Northwestern Mutual standards.
- Physical duties require the ability to lift loads of up to 33 lbs.
Compensation Range:
Pay Range Start:
Pay Range End:
$25.29Geographic Specific Pay Structure:
We believe in fairness and transparency. Its why we share the salary range for most of our roles. However final salaries are based on a number of factors including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if youre living in California New York City or other eligible location geographic specific pay structures compensation and benefits could be applicable click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas seek challenges assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Employment Type
Full-Time
