Worksite Clerk
Globe Life Inc.

McKinney, Texas

Posted in Insurance
28 days ago

Job Info

As a Worksite Clerk you will;

Verify and approve paperwork for new worksite cases. Make outbound calls to the businesses that have filled out Sec 125 and verify that all the information on the form is correct. Once all is verified the clerk will issue a franchise number and key the franchise information into the system. After the information has been keyed in to the system, they will send out the approval emails and update the agency that the company has been approved. The clerk keeps a daily spreadsheet of all pending and approved cases for the day.

Key Responsibilities:

  • Set up and approve paperwork for verification of New Franchise
  • Telephone calls with Agencies and Franchises
  • Enter New Franchise information in spreadsheet
  • Enter New Franchise information into system
  • Enrollment changes for Franchises
  • Emails with Customer Service, Agencies, and Franchises
  • Prepare New contracts for On-Base
  • Prepare correspondence for On-Base
  • Other duties as assigned by management

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