New Business Clerk

Policy Issue Clerk

Our mission is simple: we want to provide the very best in Life Insurance, Mortuary, Cemetery and Mortgages. People love our products and people love working here too. We've been recognized as a "Top Workplace" for 10 years in a row.

Security National has been in the insurance and funeral industry for over 50 years. Security National's strength and success are the strong roots that enable the company to continue to flourish, meeting the changes and challenges of the future. Today that foundation provides a platform for sound marketing partnerships and products with a history of performance and insight.

We are currently looking to fill a full-time Policy Issue Clerk position in our new business department. This is an entry level position with a starting wage between $12-$16/hour (depending on experience) with a Monday - Friday schedule. We offer a competitive benefits package including health, dental, vision, short and long-term disability, 401K (with a company match), as well as life insurance, vacation, sick and holiday pay.

Qualifications

• Fluent in the Spanish language
• Customer service oriented
• Self-motivated
• Dynamic, friendly and outgoing personality
• Team oriented
• Detail oriented
• Multi-tasking

Responsibilities Include

• Enter new applications
• Inbound & outbound calls from the sales force
• Provide excellent customer service on phone and thru email
• Assist with underwriting responsibilities and tasks
• Other special projects as assigned

Although not required, if you have any prior experience working with insurance you are highly encouraged to apply.

What You'll Love About Us

Great Company Culture

Top Workplaces 10 years in a row (2016,'17,'18,'19,'20,'21, '22, '23, '24 & '25)

Going Places. Company recently added to the Russell 2000 Index, attributing our strong growth

Rest and Relaxation. Accrued sick / vacation leave and paid holidays

Health Benefits. Medical with HSA and FSA options, dental, and vision

Prepare for the Future. 401(k) with company match

Requirements

• Fluent Spanish speaking
• High School diploma or equivalent
• Proficiency in Microsoft Office (word, excel, outlook)
• Type 50+ wpm
• Strong written and verbal communication skills
• Ability to pay close attention to detail
• Ability to quickly learn new processes and procedures
• Ability to work independently and in a team environment
• Ability to work Monday thru Friday, 8 am to 4:45 pm

Security National Financial Corporation