Life Underwriting Case Admin
Location: Grandview Heights, OH, 43212 Duration: 6+ months with possible extension Pay Rate: Best in the market
Job Summary:
Under moderate supervision, facilitates the life insurance new business process prior to Underwriting decisions being made. Manages an average of 80 to 160 cases.
Core Job Duties and Responsibilities:
- Verifies all documents and information is complete and in good order.
- Understands identifies and communicates good order requirements needed to complete the application.
- Resolves issues with new business processing, licensing, commissions, vendors, etc.
- Provides guidance to producers on application/new business processes, medical requirements, replacements, and illustration procedures.
- Reviews matched mail documents and updates files as received.
- Follows up with the facilities to ensure additional requirements are not needed or to resolve concerns that may arise (ie: obtain special authorization forms) for any medical requirements that have been ordered on a particular policy.
- Follows up with producers, firms, and BGAs to communicate outstanding items on life policies and provides any assistance needed to obtain all of the requirements.
- Updates records and sends documentation for all policies placed in incomplete status.
- Processes PMTS requests and generates checks.
- Researches and resolves money discrepancies that have been received but don't match our accounting records.
- Builds and maintains relationships with producers, firms, BGAs, and sales partners and provides assistance/answers questions in a timely manner.
- Performs other duties as assigned.
Education:
- Undergraduate studies preferred. License/Certification/Designation: Not required.
Experience:
- Customer service experience with undergraduate studies preferred.
- Knowledge of general business practices.
- Has basic product knowledge.
Skills/Competencies:
- Ability to make decisions with moderate oversight.
- Solid verbal and written communication skills to interact with internal and external audiences.
- Ability to research issues and determine an optimal resolution.
- Decision-making skills for problem identification and correction.
- Ability to prioritize work.