Central Intake Processor

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future."> Central Intake Processor-Horace Mann-Plano, TX

Central Intake Processor

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Plano, TX

Horace Mann

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs.  We help educators identify their financial goals and develop plans to achieve them.  This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

https://boards.greenhouse.io/horacemannservicecorporation

keywords: summary,job description,policy issuance & processing,operational & department support,quality assurance,document intake & workflow management,qualifications,skills

Product & Ops

$16.59 - $22.28/hr. + bonus

Overview:

Horace Mann is seeking a dependable and detail-oriented Central Intake Processor to join our Supplemental & Group Operations team. As part of Central Intake, you'll help ensure important policy and customer documents are accurately processed, scanned, routed, printed, and mailed to support efficient service across the organization.

Reporting to the Operations Manager and working under direct supervision, this role supports policy issuance, Central Intake scanning, correspondence, and document workflows. It's an excellent opportunity for someone who is organized, comfortable working with detailed information, and enjoys being part of a collaborative team where accuracy and timely execution matter.

Pay Range:

• $16.59 - $22.28/hr. + bonus

Salary is commensurate to experience, location, etc.

Entity of type com.vizirecruiter.common.domain.model.Label with id: 4119 Entity of type com.vizirecruiter.common.domain.model.Label with id: 8409

Responsibilities:

Policy Issuance & Processing

• Verify the accuracy of policy print documents against corresponding applications.
• Confirm policies are active prior to mailing.
• Print applications for duplicate policies and Policy Owner Services (POS) mailings and assemble policy packages for distribution.
• Process policies requiring special handling, including applicable state-specific requirements.
• Build duplicate policies for older policy records as needed.
• Create and maintain daily reports related to policy printing activity.

Document Intake & Workflow Management

• Open, sort, scan, and route incoming mail and documents into the appropriate workflow queues for Supplemental, Group, and P&C business areas.
• Release jobs from workflow queues for printing.
• Process and mail correspondence on behalf of departments across the organization.
• Complete claims back-scanning and assist with Claims document linking as needed.
• Maintain files appropriately until they are eligible for purging.
• Ensure documents are accurately classified, processed, and routed to support downstream business processes.

Operational & Department Support

• Assist with departmental requests and special projects as needed.
• Maintain cross-training across Central Intake responsibilities to provide flexible team coverage.
• Provide backup support to the front desk when needed.
• Collaborate with team members and business partners to ensure work is completed accurately and timely.

Entity of type com.vizirecruiter.common.domain.model.Label with id: 23655 Entity of type com.vizirecruiter.common.domain.model.Label with id: 23656 Entity of type com.vizirecruiter.common.domain.model.Label with id: 395 Entity of type com.vizirecruiter.common.domain.model.Label with id: 23657

Requirements:

• High School Diploma or GED.
• 1-2 years of office experience.
• Strong attention to detail and commitment to accuracy.
• Effective organizational and time-management skills.
• Ability to follow established procedures and manage multiple tasks.
• Basic computer skills and ability to learn document processing and workflow systems.
• Ability to work effectively both independently and as part of a team. 

Skills & Competencies

• Attention to detail and accuracy.
• Organization and prioritization.
• Document processing and records management.
• Dependability and follow-through.
• Ability to learn new systems and workflows.
• Teamwork and collaboration.
• Customer and business partner service.
• Adaptability and willingness to cross-train.

Entity of type com.vizirecruiter.common.domain.model.Label with id: 1378 Entity of type com.vizirecruiter.common.domain.model.Label with id: 1143