Job Openings

New Business Processor

Date Posted:
May 11, 2023


This individual will be a cross-functional member of the Preneed Life Team in Batesville, Indiana. They will be responsible for entering new business applications for preneed, Texas, and calling on NIGO applications. This person will be monitored on hourly productivity and quality.


Understands insurance products, procedures and system capabilities.
Excellent data entry skills with attention to detail and accuracy on a daily basis.
Prints faxes, emails, and file-share documents and categorizes by customer and/or state
Performs daily quality check of completed applications.
Pended applications are documented and followed up on weekly.
Participates as a fully functional team member by learning and performing all team processes.
Motivated to work independently to meet individual productivity goals.
Team player with a consistent positive attitude and demonstrated positive behavior.
Generate enthusiasm around change and adapt quickly when faced with challenges.
Takes initiative to improve processes and work with team members to enhance effectiveness and efficiencies. Ensure standards are documented.
Identifies, documents, and takes appropriate actions for resolution of system, process, and printer issues in a timely manner. Ensures information is shared with the rest of the team members.
Supports all department and strategic initiatives for the organization.
Ensures that all team processes are managed with documented standard operating procedures and appropriate resources, with sensitivity is given to ergonomic issues.
Identify, communicate, and proactively work to solve problems or issues.
Provides other duties as assigned by management.


Associate degree or equivalent work experience, insurance and financial experience a plus.
High degree of typing accuracy.
3+ years experience in data entry. Experience in the Financial Services industry, helpful, but not required.
Proven ability to grasp new products, concepts and procedures, clear understanding of the industry, sales process and distribution channel.
Demonstrated strong attention to detail with excellent organizational skills.
Strong interpersonal and team skills required.
Strong written and oral communication skills.
Proficiency with Microsoft Office including Word, Excel, Outlook.
Ability to maintain positive attitude and composure in dealing with difficult situations.
Demonstrated flexibility with schedules and ability to work ad hoc overtime.
Reliable and dependable.

This role is not eligible for visa sponsorship now or in the future