LEGACY Insurance & Investment Group, LLC
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​Join Our Team

​We are expanding our team at Legacy Insurance & Investment Group and looking for motivated individuals who want to build a meaningful career in financial services.

​Why Join Us 

​At Legacy Insurance & Investment Group, we help individuals and families build long-term financial security.
Our team focuses on protection, wealth strategies, and creating lasting impact for our clients.

​Position: Insurance Claims and Policy Processing Clerk

​Job Description:

We are seeking a detail-oriented professional to support our insurance operations team. In this role, you will handle policy and claims processing, ensure accuracy of documentation, and provide excellent customer support.

Key Responsibilities
  • Review, process, and update insurance applications, claims, and related documentation for completeness and accuracy
  • Communicate with policyholders, agents, or other parties to obtain necessary information and clarify details of policies and claims
  • Analyze policy terms, conditions, and coverage to determine appropriate actions in processing claims and policy changes
  • Enter, maintain, and update insurance policy and claims information in company systems and databases
  • Prepare correspondence and documentation to support policy issuance, modification, or claim adjudication
  • Monitor and track the status of claims and policy requests to ensure timely processing and follow-up as required
  • Provide general customer support by responding to inquiries regarding insurance policies, claim status, and procedural information
  • Coordinate with internal departments or external partners as necessary to resolve issues and complete processing

Qualifications
  • Bachelor’s degree in Business, Management, Economics, or a related field
  • Minimum of 6 months of experience in clerical, administrative, or data processing roles
  • Strong attention to detail and organizational skills
  • Effective communication and problem-solving abilities

Employment Details
  • Employment Type: Full-Time
  • Hours: 40 hours per week
  • Salary: $60,632 per year

Work LocationLegacy Insurance & Investment Group LLC
11950 S Harlem Ave
Palos Heights, Illinois 60463, USA
Apply Now
CONTACT US
JOSE J. PEREZ, LUTCF
LEGACY Insurance & Investment Group, LLC
11950 South Harlem Avenue, Suite 201-7
Palos Heights, IL 60463
Office   708.572.7181

Mobile 708.691.3197
Email    [email protected] 
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