You must have:

Customer Service background
Detailed Oriented
Phone Skills
High School Diploma

Receive and review new insurance applications for missing information

Conduct regular follow-up via phone primarily and email and/or fax secondarily, on all outstanding underwriting requirements.

Order, and review underwriting requirements including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements for submission to the carrier

Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately

Maintains internal processing database to document work activity and communication on all assigned cases

Acts as a conduit for all issues associated with a case to include coordination with all internal departments

May have responsibility for reviewing issued insurance policy for accuracy before mailing to insurance agent

Follows-up with insurance agents on policy delivery requirements, including application amendments, health statements, insurance premium etc., to ensure policy is placed within specified timeframe

Taking initiative to review other than applied for offers on term cases to determine if alternatives exist

Job Duties:

Responsible for reviewing and processing new insurance applications from application entry to policy placement.

Acts as liaison between the insurance agents and insurance carriers to ensure all applications are processed in a timely manner.

Maintains primary ownership of cases during the underwriting process which requires engaging in frequent communication and coordination between life insurance agents, life insurance carriers, and internal resources.