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Work from home _Life Underwriting Case Admin_ Grandview Heights, OH,
Life Underwriting Case Admin
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.
